Founded by Marisa Rothstein, Siena Private Wealth operates as a fiduciary, fee-only registered investment advisor. The firm is dedicated to providing objective and unbiased financial advice tailored to individuals, families, and business owners. Their core mission is to help clients achieve their financial goals through a holistic approach that integrates financial planning, investment management, and retirement planning, ensuring clients' best interests are always the top priority.

Founded in

United States