Siena Wealth Management has some exciting news.
You’re looking for Siena Wealth Management, and while we’re still very much where we’ve always been, right here in San Jose, we’ve entered into a partnership with Northern-California-based Allworth Financial.
Because Allworth Financial is a 26-year old, award-winning investment advisory firm that mirrors the client-first approach to advising that Siena Wealth Management has always embodied, the decision to logistically move under the Allworth umbrella was, in many ways, an easy one.
The only change for us here at Siena Wealth Management is a new name and an upgraded website, along with other great technologies, all of which we’ve adopted so we can serve you better, and so we can seamlessly add additional financial services such as tax and estate planning, and others, in the future.
You've been re-directed to the Allworth Financial site, where you’ll find all of us from Siena Wealth Management waiting for the opportunity to work with you to meet your investment and financial needs and to help you retire better.
Thank you, and we hope to see you soon!
To learn more about Allworth Financial, click here.