Western Alliance Bank

SpecialtiesFinancial Planning SNWM evaluates and recommends optimization of resources in the areas of employee benefits utilization, debt management, insurance planning, education planning, retirement planning, taxation strategies and estate planning. We often find that the unnecessary allocation of resources in one area of a plan can be redeployed in areas of weakness. This becomes a strategy for addressing prioritized financial needs in the future, which is adjusted as situations and goals change. Investment management is a key part of financial planning, but only one aspect of the comprehensive review of a financial picture. An investment policy statement is developed from this process, and used by SNWM for on-going investment management services.