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Financial News

Welcome

Client needs determine the scope of the engagement with Sierra Nevada Wealth Management.  With our back office custody and clearing operations managed by Schwab Institutional, we have an open investment platform, with the products and service offerings of an asset manager with over $1 trillion in client assets.  At SNWM, each client’s financial situation is assessed and balanced with our best opportunity to add value, net of costs, to your financial profile.

 

Profiles

Gregory E. Crawford, CFP

Mr. Crawford has over a decade of experience managing portfolios and performing securities analysis.  In 2002 he was named the top healthcare investment analyst by Health Leaders Magazine.  Click to read more.

 •    E mail: greg.crawford@snwmllc.com
 •    Ph: 775-297-4682

PHILIP W. BROWN, CFP

Mr. Brown is a partner and an Investment Adviser Representative with Sierra Nevada Wealth Management, LLC.  Click to read more.


 •    E mail: phil.brown@snwmllc.com
 •    Ph: 775-297-4277

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Services


Wealth Management
Wealth management is the combination of sophisticated investment management with the client’s risk assessment and goal-setting process, or financial planning. 

Investment Management
The principals of SNWM have years of experience managing portfolios and investments at the institutional level, using tools and techniques which are often not used by individuals.

Financial Planning
SNWM evaluates and recommends optimization of resources in the areas of employee benefits utilization, cash flow and debt management, insurance planning, education planning, retirement planning, taxation strategies and estate planning.

Family Office
SNWM has the expertise to evaluate, execute and manage the sophisticated types of investments available to families with significant assets.