In his financial services practice, Sigurd specializes in wealth management, retirement planning, college savings planning, life insurance, and employee retirement plans for businesses. Sigurd’s clients—new or seasoned investors—say that his approach is comfortable, nonintimidating, and client-centered. He is attentive to what his clients desire to achieve from their investments, and he helps them to articulate and prioritize their financial goals for today and tomorrow.
As a Financial Advisor at Innovative Financial Group, Sigurd’s clients benefit from a wide range of products and services our independent relationships provide. With this variety, he can offer a customized fit to match each client’s goals and concerns. A unique financial strategy, however, is just the beginning. Sigurd monitors the performance of investments against his client’s goals to recommend adjustments, when needed, due to market trends or life events. To Sigurd, each client’s investments, goals, and concerns are essential.
Sigurd’s portfolio creation includes experience with investment vehicles such as traditional and ROTH IRAs, 401(k) rollovers, mutual funds, exchange-traded funds, stocks, bonds, and 529 college savings accounts. For business owners, he is experienced in establishing and managing employee retirement savings plans, such as Simple IRAs, SEP IRAs, and 401(k) plans.
Sigurd holds Series 6, 7, 63, and 65 licenses and his life & health insurance licenses. He earned a Bachelor of Science degree from Ithaca College, a Master of Science degree from Antioch University, and a Master of Business Administration from the University of Massachusetts Isenberg School of Management. In his local community, Sigurd is a member of BNI in Northampton, Massachusetts, the Masonic Lodge in Amherst, Massachusetts, and Kiwanis in Northampton, Massachusetts. In his free time, Sigurd enjoys discovering hiking trails throughout western Massachusetts, Vermont, and New Hampshire. Sigurd resides in Western Massachusetts with his wife, Jessica.