Siskiyou Wealth Management

At Siskiyou Wealth Management, we're dedicated to helping individuals, families, and small businesses achieve their financial goals and guide them through the complexities of planning for their retirement. Our team of experienced financial advisors takes a client-centered approach to create a customized framework for our clients' retirement savings that will evolve with them over the years.

Our Mission

Our mission is to provide personalized and comprehensive financial planning services to our clients, helping them define their goals, maximize their savings, manage their assets, and track and monitor their plan. We believe in building long-term relationships with our clients, providing them with the highest level of service and expertise to achieve their financial freedom.

Our Services

We offer a wide range of financial planning services, including Accumulation, Risk Management, Taxation, Business Planning, Retirement Planning, and Estate Planning. Our team of experienced advisors works closely with our clients to understand their unique needs and objectives, creating a tailored plan that addresses their specific financial situation.

Our Retirement Planning services are designed to help our clients create a sustainable income stream in retirement, ensuring they can maintain their standard of living and pursue their passions without financial stress. We work with our clients to identify their retirement goals, assess their current financial situation, and develop a customized plan that addresses their income needs, tax implications, and investment strategies.

Our Team

Our team of experienced financial advisors is dedicated to providing our clients with the highest level of service and expertise. Our team members hold advanced degrees and professional certifications, including the Accredited Investment Fiduciary (AIF) and Certified Financial Planner (CFP) designations. We pride ourselves on our ability to provide personalized attention to our clients, taking the time to understand their unique needs and objectives.