Sutley Wertzer, Inc.

06/08/2026

Miles apart most days but always aligned in vision. 🌎✈️

Bryan Wertzer, AIF® and his wife recently visited Steve Sutley and his wife in New York City. Between client meetings, travel, and life, time together is rare, but partnerships like these are built on more than business.

From Wall Street to dinner conversations, this trip was a reminder that trust, shared values, and strong relationships are the foundation of everything we do.

Grateful for the people behind the journey and excited for what’s ahead at Sutley Wertzer.

06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

06/03/2026

📸 A new look, but the same mission.

As our team continues to grow, we thought it was the perfect time to update our photos and introduce a few new faces.

We’re proud to welcome these talented individuals who share our passion for serving our clients at the highest level.

While the team may be expanding, our focus remains the same, relationships first, always.

05/29/2026

🎉🗓️ Today is National 529 Plan Day!

👀📊Check out the potential benefits of starting early and saving consistently. With a 529 plan, even modest monthly contributions can grow significantly over time.

Here are a few points to consider:
📚 529 plans are an effective college savings vehicle with potential tax advantages.
📚Any family member can contribute or even set up a plan (Grandparents love this!).
📚Withdrawals for education expenses are federally and usually state tax-free.
📚Under certain conditions, some funds can now be rolled over into a Roth IRA.

Starting early can make a big difference!



A 529 plan is a tax-advantaged college savings plan. Before choosing a plan, it’s important to consider not only the state tax treatment, but also any associated fees and expenses. Availability of a state tax deduction will depend on your state of residence, as state tax laws and treatment may vary from federal tax laws. If you make nonqualified distributions, earnings will be subject to income tax and a 10% federal penalty tax.

05/25/2026

🇺🇸 Today we remember the heroes who gave everything for our country.

From our family at Sutley Wertzer to yours, thank you for your sacrifice.



05/22/2026

⚾️ A great night at the ballpark!

Partner and Wealth Advisor, Bryan Wertzer, spent the evening at the Sacramento River Cats game hosted by Cottonwood at 805 Riverfront, an exciting new DST offering located just across from the stadium.

The night kicked off at Birdies, one of the property’s tenants, where Bryan enjoyed some virtual golf, great food, and even better company before first pitch.

Getting firsthand experience like this is invaluable, bringing the investment, the space, and the surrounding community to life in a meaningful way.

We’re grateful for opportunities like this to stay connected, informed, and engaged on behalf of our clients.

05/18/2026

Case Study👇

I met with a client recently who owned several rental properties but was ready to step away from the day-to-day work.

The challenge?
�They didn’t want to lose the income—or take on a large tax bill from selling.

So we explored a 1031 exchange strategy…

➡️ Allowing them to:�• Stay tax-deferred�• Transition into more passive real estate investments�• Maintain income without the hassle

There’s almost always more than one way to approach a situation like this.

If you’re feeling stuck, it may be worth exploring your options.

(This is a general example and not specific advice.)

05/15/2026

Summer Financial Check‑Up ☀️

Before summer trips, camps, and busy schedules take over, now is a great time to pause and review your financial plan.

A quick check‑in can help make sure:

• Your goals still align with your life
• Your investments reflect today’s market
• Your retirement and protection plans are on track

If we haven’t met yet this year, let’s schedule a summer financial check‑up before life gets busy.

📅 Reach out to our office to get on the calendar.

05/13/2026

🤔 Ever heard of the widow penalty?

Most families don’t see it coming, until it’s too late.

In this video, Bryan Wertzer, AIF® explains how Roth conversions can play a powerful role in reducing taxes after one spouse is gone.

⬇️ Watch before this becomes a costly surprise.

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Monthly Market Insights | May 2026 U.S. and Canadian Markets Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results. The Nasdaq Composite rose an eye-catching 15.29 percent, wh...