Wealth Management for Purposeful Living
Giving you the clarity and confidence to pursue your unique purpose with a strategy that goes beyond finances.
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What's your Purpose?

We work with values-driven individuals who measure their wealth by the impact they make - in their families, their work, their communities, and their legacy. We help you intentionally align your values and resources to live out your purpose.

Services

All-Inclusive Services
Designed for You

Our exclusive Family 360 service is a comprehensive solution where we act as your CFO, handling your finances: financial planning, taxes, investments, estate planning, and everything in-between. Taking strategies used by the wealthiest 1% and applying them to the other 99%.

One team, One price, One focus. You!

Man sitting at desk looking at his computer and phone while his son hangs on his shoulders.
Sienna Wealth Management team. From left to right: Lindsey Hlavinka, Stephen Hlavinka, Bailey Pledger, Ryan Pledger, Nancy Deist, Benjamin Deist
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Our Team
Focused on You

Our team has over 30 years of combined industry experience empowering generations through stewardship. Sienna Wealth is a family business, built to serve others like family.

We meet people where they are in their journey to align their values to their resources.

We start by discussing your values, motivations, and beliefs.
This informs all the work we do, from investing, to insurance, to generous giving (philanthropy).
We will collaboratively navigate the financial opportunities available to you that best align to your values.
You now have a trusted partner to bring your aspirations to an organized plan.
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