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Bedrock Of Your<br/><em>Financial Future</em>

Bedrock Of Your
Financial Future

The mission of Sirius Wealth Strategies is to be the guiding light towards the hopes and dreams for the individuals, families, & business owners we serve. We will take your planning and wealth management needs quite Sirius-ly!

This mission motivates Jessica, our founder, and her team to take thorough care of the people they serve. Expect SWS to listen intently and explain things in a highly relatable way.

Creating Confidence...
Through Financial independence

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Financial Planning

Gain a deep understanding of where your current saving strategies will take you, as well as the knowledge and options you need to manage those strategies.

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Estate Planning

Let’s discuss things like estate taxes, charitable giving, and leaving a financial legacy so you have clarity on, and control of, your financial legacy during your lifetime and beyond.

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Retirement Plans

Our team will help you identify, define, and relentlessly pursue your dream retirement.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Our Team is<br/><em>Your Team</em>

Our Team is
Your Team

The core values at Sirius Wealth Strategies are loyalty, courage, and diligence.  We want to be the guiding light towards the hopes and dreams that all of you are striving for.

Financial Information

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Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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My Retirement Savings

My Retirement Savings

See how your current savings rate and contributions may grow into retirement income.
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A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
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Speak With Your Financial Professional

Jessica McNamee has spent her entire career serving clients in the financial planning and wealth management space. Jessica has a passion for helping others pursue financial confidence.

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