Sierra Nevada Wealth

Legacy Wealth Planning is a Reno-based financial planning firm that specializes in retirement planning, asset management, and education planning. With a team of experienced professionals, they provide personalized services to individuals and small businesses, helping them navigate the complexities of financial planning and achieve their long-term goals. As a Registered Investment Advisor, Legacy Wealth Planning offers comprehensive resources and expertise to their clients, ensuring that they are well-equipped to make informed financial decisions. With a focus on philanthropy and community engagement, they strive to make a positive impact in the local community while providing top-notch financial planning services.Generated from the website

Bidart & Ross Inc, operating under the Mariner Institutional brand, specializes in providing research-driven investment and retirement plan advisory solutions tailored for corporations, public funds, Taft-Hartley plans, and nonprofit institutions. Their commitment to acting as fiduciaries ensures that clients receive customized strategies aimed at achieving long-term financial objectives while managing fiduciary responsibilities. With a comprehensive suite of services, including investment policy development, performance measurement, and operational due diligence, Mariner Institutional is dedicated to crafting effective institutional investment programs. Their experienced team works closely with clients to align solutions with unique goals and regulatory requirements, positioning themselves as integral partners in the investment process. Generated from the website

Wealth Architects is a multidisciplinary advisory firm. Our role is to help our clients to achieve what matters most to them. We do this in part through constant study and review of the complex challenges that individuals, families and businesses face as they manage their wealth and financial affairs in a world where ‘certainty’ is a rare commodity. We work closely with each of our client families to help them to accumulate, preserve, grow and transfer their wealth.