strategies that may include individual bonds, individual stocks, mutual funds, ETFs, custom indexing, and separately managed accounts. Sieben Wealth Planning also advises on tax planning in coordination with clients’ CPAs, including Roth strategies, charitable giving structures, and tax-efficient withdrawal plans. Additional services include inheritance management, gifting strategies, employer stock and equity compensation planning, and education planning. All planning and investment management are delivered as part of an integrated wealth management service for clients with varying levels of complexity in their financial lives.