How do I contact Siena?
Open communication is important and we encourage you to contact Roger, Stephen or any of our team: Siena Wealth Advisors, 11973 Sweetwater Drive, Grand Ledge, Michigan 48837, 517-627-1412, email@example.com.
Where are my investments held?
All investments are held at a major U.S. brokerage firm, typically Fidelity Investments or Charles Schwab. Siena never takes custody of client assets.
Does Siena offer insurance products?
No. With limited exception, we offer no insurance-based products like annuities or cash value life insurance.
Am I required to liquidate my taxable assets to be a Siena client?
No. Most assets can be transferred in-kind then gradually through a tax-managed process your assets would be re-allocated using institutional investments.
What are some of the hidden fees that Siena avoids?
Unlike a brokerage firm, we do not accept commissions, loads or bonuses of any kind. This approach means you avoid paying commissions or bonuses hidden in earnings and transactions. To avoid conflicts of interest, Siena utilizes no load, no commission and surrender penalty free investments. Our advisory fees are based on a percentage of assets under management and are fully disclosed (to the penny).
I live outside of Michigan, can I still be a client of Siena?
Yes. Siena has clients across the United States and Canada.
How do I become a client of Siena?
The first step is to contact us for a private meeting to discuss your objectives and determine how we can best work with you. There is no charge for this initial meeting and analysis. Further, there is no obligation. You will find our efficient, research-based approach to be informative and helpful, regardless if you choose to work with us.