Suttle Crossland Wealth Advisors, LLC

Suttle Crossland Wealth Advisors is a boutique advisory firm that provides wealth management, comprehensive and project-based financial planning, and retirement plan consulting to individuals (including high-net-worth clients) and corporate plan sponsors; it reports managing roughly $101 million in discretionary assets for about 53 clients. Services include ongoing investment management and financial planning that are tailored to clients’ goals, risk tolerance, and tax considerations.

The firm’s investment approach emphasizes strategic asset allocation and Modern Portfolio Theory, combining passive and active managers and allowing tactical deviations from long-term targets to manage correlation, risk, and return. It also supports “held-away” accounts (such as 401(k) plans, 529s, and variable annuities), and may use an Order Management System to implement allocation and rebalancing in those accounts, potentially including held-away assets in its total AUM calculations.

Notable features compared with peers include operating multiple offices despite a small advisor count and a policy of executing client trades on an individual-account basis rather than aggregating block trades. The firm offers multiple planning engagement formats (ongoing subscription, project-based, hourly), provides retirement-plan consulting under ERISA fiduciary duties, and relies on custodians such as Vanguard, Altruist, and Schwab; it also does not vote client proxies and does not provide separate written investment reports to wealth management clients.