There are many things in life you want to do well. You probably want to build a successful career, raise your kids to be responsible adults, and make a difference for those around you. You know that if you approach these things halfheartedly, you won’t get the results you want. The same thing is true of your finances. But with so many other responsibilities on your plate, it can be difficult to manage your money and give it the attention it deserves.
That’s where we come in. At Sirius Wealth Management, we handle your financial life with excellence, providing you with the most personal service available.
Who We Are
Sirius Wealth Management is an independent financial advisory firm that was founded with the goal of assisting you with every aspect of your financial life, taking care to manage every detail and helping you work toward creating financial stability and the confidence to work toward financial independence. Our team is not only knowledgeable but also passionate about helping you make your dreams a reality.
We do this through a hands-on approach to financial guidance, developing a thorough understanding of your needs, goals, and current financial situation so we can tailor your plan to provide a foundation for future growth. At every step of the way, we do everything in our power to keep you focused on where you want to go, advise you on how to get there, and support you as you walk through life’s changes and milestones.
What We Do
We offer comprehensive financial planning services, specializing in retirement planning and investment management. We focus on tax-efficient investing and use our sound strategies to help you build long-term profitability through short-term planning. Because of our commitment to take care of every piece of your financial puzzle, we also offer insurance services, college planning, and estate planning. And if you are a business owner, our 401(k) services can streamline your company’s retirement program and leave your employees in good standing. Regardless of your financial needs, we can help.
And since we know you lead a busy, on-the-go life, we try to make financial planning as convenient for you as possible. That’s just one of the many reasons we use eMoney when designing your financial plan. eMoney is a dynamic wealth management system that includes tools for cash flow planning, estate planning, and goal-based planning where you can test different scenarios to see how various decisions would impact your finances. The best part is, you have your own eMoney website to keep every piece of your financial life organized and in one place. Think of it like a digital filing cabinet that also keeps your finances on track and measures your progress towards your goals.
Who We Serve
Our clients come from many different backgrounds and professions, but they all have these two things in common: they understand the importance of money and the role it plays in their lives, and they also realize that money isn’t everything. They want to manage their money with excellence so they can live the life they want, leaving a legacy for their children, a legacy of both money and life values.
The Sirius Wealth Difference
We’re proud to work so closely with our clients and build long-lasting and trusted relationships. We believe there are a number of reasons why our clients choose to work for us. For one, we are knowledgeable and detail-oriented. Our clients want to work with someone who consistently provides unparalleled service and can be trusted with their hard-earned money and they know they can find that in us. Second, our clients know we share their values. They want to live a good and honorable life, setting an example for future generations and impacting other people for the better. We help them carry out their values by making their money work for them and taking the financial burden off their back so they can invest in what matters most.
Our Goal For You
More than anything else, we want you to experience financial confidence. Our customized strategies give you a personalized road map that seek to bring you closer to achieving your goals. Are you looking for a financial partner you can trust to help you navigate your financial life? If you’d like to learn more about our unique services and how we may be able to help you, call 636-449-4890 or email email@example.com to schedule an appointment today!
David has been working in the financial services industry since 1980 and specializes in financial planning with a focus on retirement planning. His planning concentrates on four specific goals: the accumulation of wealth, the reduction of taxes and volatility in retirement, the necessary strategies to deal with the risks of longevity, and the passing of an estate in a private, tax-efficient, and protected manner. David holds designations as a CFP® CERTIFIED FINANCIAL PLANNER™, ChFC® Chartered Financial Consultant, and CLU® Chartered Life Underwriter.
David has been married to his wife, Sue, for over 41 years, and together they have four children and eight grandchildren. Dave is a big believer in family and still has family dinners almost every Sunday with most of his kids, grandchildren, and even his 97-year-old mother. Dave and Sue have lived in St. Louis all their lives. He enjoys spending time outdoors, especially fishing with his grandchildren; he knows they will only be young for so long and you have to live in the moment. This year will be Dave’s 18th annual cross-country motorcycle trip with three college friends; together they have traveled through over 40 states on these memorable road trips.
Dave and Sue support many charitable organizations, including the MS-Society, Cystic Fibrosis, the Lupus Foundation, St. Louis Men’s Group Against Cancer, and the Mary Culver Home for vision-impaired women, where his mother lives. Their support comes in an unusual way: Dave and Sue donate a BBQ (including a pig roast, cooked, carved, and served on site), which is auctioned off at one of their live events. This popular auction item is a great way for Dave and Sue to have fun and do some good in the community. Dave also serves as a board member on the Estate Planning Council of St. Louis.