Sightline Wealth Advisors

A Clear View to Your Financial Future

At Sightline Wealth Advisors, we believe financial planning isn't just about numbers - it's about understanding your dreams, goals, and aspirations. We take a holistic approach to wealth management, focusing on creating a personalized plan that aligns with your unique needs and aspirations. Our team of experienced professionals will work with you to define your specific goals, assess your financial situation, and implement strategies to achieve lasting financial success.

Planning

• Comprehensive financial plans tailored to your unique needs and goals
• Goal-setting and risk management strategies
• Retirement planning and estate considerations
• Comprehensive wealth analysis and net worth assessments

Investment Management

• Customized investment portfolios based on your individual risk tolerance and investment goals
• Access to leading research and sophisticated analytical tools
• Regular performance reviews and portfolio rebalancing

Commitment to You

• Personalized attention and responsive communication
• Transparent and clear communication throughout the planning process
• Collaborative partnership, working alongside you every step of the way

Who We Are

Our team comprises seasoned professionals with extensive experience in wealth management. We are passionate about helping clients achieve financial clarity and confidence. We are:

• Alex Pellish: Certified Financial Planner, Chartered Investment Management Analyst, Chartered Life Underwriter, and Chartered Financial Consultant.
• Mark Steffen: Certified Financial Planner and graduate of the Carroll School of Management.
• Mark Michna: Chartered Financial Analyst with over 20 years of industry experience.

Why Choose Sightline Wealth Advisors?

• Personalized and collaborative approach
• Comprehensive financial planning and investment management
• Experienced and qualified team
• Transparent and clear communication
• Strong track record of client success

Building a Secure and Prosperous Future

At Sightline Wealth Advisors, we're committed to helping you achieve financial success and create a secure and prosperous future. Contact us today to schedule a consultation and learn how we can help you reach your financial goals.