Sirius Wealth Management

Reviews

• BH

  Barb Hulmes

  6 days ago
  5.0
  David has provided us with exceptional financial guidance including estate planning, investments, and tax advice for over 40 years. The entire Sirius Wealth Management Team has exceeded our expectations in every aspect of financial planning. We feel that David shares in our personal financial successes. Trish in client services is very knowledgeable and is always available to professionally handle administrative details. One needs to look no further than the Sirius Wealth Management Team for all your financial planning.
• SS

  Susie Sokolik

  Sep 23, 2026
  5.0
  For over sixteen years, we have been benefitting from our positive relationship with Dave and Brendon at SWM, They are providing us with excellent, proactive investing and comprehensive financial planning services. Over recent years, several of our children and grandchildren, so three generations of our family, are now being advised by SWM toward reaching their unique financial goals. With complete trust in them we highly recommend Dave and Brendon
• JR

  Jim Reh

  Sep 10, 2026
  5.0
  Dave has gone above and beyond with my Families Financials. He has guided us through estate planning, trust and tax planning. Currently he is in process of assisting with my attorney on updating my trust and will documents. I would recommend Sirius Wealth Management to anyone wanting to make sure they have all their Financials in order.
• KB

  Kevin Brueseke

  Aug 20, 2026
  5.0
  I've been working with the Brendon and David for around 10 years and very happy with the accomplishments. They're a Team I trust, and they take the time to understand my needs and develop a plan that fits my goals. Very professional and trustworthy!
• BS

  Bud Straumann

  Jul 28, 2026
  5.0
  The only regret my wife and I have is that we didn't connect with Sirius Wealth Management earlier than we did. We've known Dave and Brendon for several years through Team Sirius and Bike MS. It took many years before we approached them to become clients. Financially, we couldn't have asked for more. Emotionally, we feel very comfortable with our relationship; we're included in discussions and decision making. We feel that the team has our best interests at heart and they make suggestions, provide ideas and guidance. The first thing they did when we became clients, a point that really sold us, was to learn all about us, things like our family, trust, insurance, home, etc. Our experience with other advisors was always about the investments. We were looking for and found the guidance we were looking for in planning for retirement with the team at Sirius Wealth Management