08/12/2026
Three years ago today, we launched Sierra Family Wealth with a simple conviction: build the firm around the unmet needs of the families we serve.
I never imagined that three years later, you would entrust us with more than $300 million to steward. But what means far more than the number is that we’ve been able to grow while serving our clients more deeply, not less.
To our clients: thank you. For your trust, your encouragement, your referrals, and for inviting us into some of the most important decisions your families make. We never take that privilege for granted.
And to our team: thank you for serving our clients like your own family. Your care, creativity, and commitment are the heart of Sierra Family Wealth.
Three years in, I feel much the same as I did when we began: incredibly grateful.
$300 million is a wonderful milestone. The trust behind it means far more.
Thank you for three remarkable years.
Sierra Family Wealth provides coordinated investment, tax, and estate planning built around your trusted advisors. Let’s grow together—book a meeting today.