NetworkยทVenture Capital
๐ CORONADO, CA
SEC CRD #801-119207
Sierra Wealth Strategies - Investing that considers the Environment Skip to content Sierra-WS Menu GET STARTED Unbiased Financial Advice from a Fee-Only Fiduciary Do you lack the TIME, ENERGY SKILL to avoid costly financial mistakes? Do you want to make sure you will be ready for retirement? Let's connect for a no-obligation call to see if we can help you and your family get organized and on the right track. Free consultation If you have ever asked yourself any of the following questions, WE CAN HELP!! When can I retire and how much can I spend when retired? When should I start my Social Security benefits? What is "Sustainable" or "ESG" investing and is it right for me? How can I afford a: House, college for my children, retirement? Am I paying too much in taxes? How do I reduce my tax liability? How can I feel more comfortable about my financial situation? Learn More about Us How is Sierra Wealth Strategies different from other Wealth Advisors? FEE-ONLY We are compensated by the most transparent means in the industry, Fee-Only. We DO NOT charge commissions, EVER . Fiduciary oath As Fiduciaries, we are required, by law, to act in the best interest of YOU, ALL times. Unique ways of connecting We are happy to connect virtually, in our San Diego office, for coffee, or for a hike at one of San Diego's amazing trails. Passionately give back We are passionate about our Pro-Bono and volunteer work. Also, we have pledged 1% of firm revenue through the "1% for the Planet" initiative.
PETER C. THOMS
MANAGING MEMBER
๐ (619) 319-0520
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AUM
$371M
Location
CORONADO, CA
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