Utica Capital Management Partners
Catherine Y. Sanditen
Taking a candid look at your financial situation, Catherine details the options you have and shows you the possible effects of different financial decisions. You know where your money is and why. Catherine can help you avoid today’s fads and whims, and invest by the fundamentals for a comfortable future. She is an island of calm, a great financial consultant to talk to when you need advice, and an experienced advisor creating enduring relationships.
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Catherine’s investment philosophy guides your retirement and estate planning. Invest conservatively and sensibly with an emphasis on wealth preservation and tax-advantaged growth. Catherine will guide your invested assets using Utica Capital Manager, a program developed just for the clients of Utica Capital Management. Reviewed quarterly with her clients, this conventional, smart asset allocation platform integrates investment management, asset allocation and financial planning.
In the midst of all the hype and chatter, who’s providing wealth management for the conservative investor? Catherine Sanditen. Call her today for the kind of thorough planning that will make you confident and comfortable with your financial life.
Utica Services
Full Brokerage Services
Investment Advisory Services
401k and IRA Rollovers
401k Advisory services
Insurance products and advice
Income Planning
Retirement feasibility studies
We offer a wide range of services from rolling over your retirement account to managing a your entire investment portfolio our team at Utica Capital is ready and willing to help you.
