SIGHTLINE WEALTH ADVISORS

Alex and Mark both began their careers in wealth management as financial advisors with American Express Financial Advisors, which was eventually spun off from American Express as Ameriprise Financial. In 2007 Alex and Mark formed a team practice within Ameriprise. In 2015, they launched Sightline Wealth Advisors LLC and currently operate as a Registered Investment Advisory firm... Advisors Alex Pellish and Mark Steffen work with you to define goals, assess opportunities and challenges, and create a customized, holistic financial plan.

Also known as: Sightline Wealth Advisors, LLC

Primary location: Groton United States