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Whether you are currently building wealth or approaching retirement, we are ready to help



Pursuing a better investment experience


Accounting Today Magazine

While not an award - it’s a ranking, Siena has been included on the list of Top CPA Wealth Advisory Firms by Assets Under Management in the United States for 9 consecutive years by Accounting Today magazine. Siena is included in the “100 Million Plus Club” classification on the list.


What Makes Us Different


Fee-Only, Fiduciary Advisors

Our highly educated and experienced advisors provide fully integrated and individualized investment solutions. These solutions are implemented in a completely independent environment free of conflicts of interest, i.e. commissions.

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Integrated Financial, Tax, Estate and Business Advisors

Siena Wealth Advisors develop individually designed long-term strategies for your entire financial, tax, estate and business matters.   

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Siena REtirement Plan Services

Siena retirement plan services helps businesses run their retirement plans differently. We place your success above all else. Put your employees' retirement goals within reach.

The Siena Advantage


Tax management

Maximizing tax efficiency is essential.  Siena develops strategies and focus fund selection to maximize deferral of capital gains and reduce your annual tax exposure.

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health savings accounts:

Is it time to rethink your family’s health savings investment?