Welcome to Siena.

At Siena Private Wealth, our goal is to maximize your resources to enable you to reach financial peace and satisfaction.

 

Our clients are like family.

We created Siena Private to treat them as such.

"Siena" pays homage to the bucolic Tuscan region of Italy, where we are inspired to savor the flavors, beauty, and richness of life. We strive to support our clients so they too can be inspired to enjoy life with less worry about finances.

We understand the in's and out's of the financial markets, tax code, and estate law, but more importantly, we understand how they impact you and your goals.

After much experience in the wealth advisory industry, we have crafted Siena Private Wealth to offer clients more attention with greater integrity, customization, and compassion.

 

MARISA ROTHSTEIN

JD, CFP®, AEP®

Financial Advisor

Marisa helps individuals define and prioritize their goals—whether personal, professional or charitable. Using her expertise in tax and estate law, Marisa develops and implements long-term strategies to maximize clients’ resources, enabling them to pursue their goals with purpose.

 

Marisa previously served as Managing Director and Trust & Planning Specialist at a $2 billion RIA headquartered in San Francisco. In 2019, Marisa decided to branch out and found her own independent practice, Siena Private Wealth.

Marisa studied abroad in Buenos Aires, Argentina and graduated with a B.A. with Honors in Sociology from Vassar College. After earning a JD from Yeshiva University’s Cardozo School of Law and becoming a member of the New York State Bar, Marisa clerked for the Honorable Melvin Gelade of New Jersey’s Middlesex County Superior Court. Marisa is a Certified Financial Planner (CFP®) and Accredited Estate Planner (AEP®).

 

Our Services

An independent firm, we are able to customize our service offerings to meet each client's unique needs. From serving as your personal CFO to single-issue financial consultations, we will develop an engagement plan that makes the most sense for you.

Our Clients

We work with engaged individuals and families looking for honest answers, clear explanations, and opportunities to maximize resources and increase financial satisfaction.

 

What Sets Siena Apart

Fee - Only

We don't accept commissions, kick-backs, or referral fees. We are only paid by our clients. We are committed to this model because we believe it allows you to know our advice is in your best interest and not biased towards a high commission product.

Fiduciary

Siena Private Wealth has a fiduciary responsibility to put our clients' needs above our own. We are also required to disclose any current or potential conflicts of interest to the client, abide by a Code of Ethics, and fully disclose how we are compensated. 

Modern

We leverage technology to enhance our client experience. Siena clients have electronic financial projection access, paperless account opening, secure document storage, and the ability to view accounts online 24/7. 

Independent

Not affiliated with a single institution or investment solution, our business model is not predicated on the sale of proprietary financial products. We offer independent advice and solutions that are truly in our clients' best interests.

Giving Back

We believe in giving back to our community. We donate 2% of net profit to charitable causes we care deeply about. When you become a client, you'll be able to help select which causes receive our support. 

Who We're Supporting

We are proud to support our community, both locally and globally: we donate 3% of net profits to charity.

As a client, you can help select which causes receive our support. Our 2021 beneficiaries: 

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Meet Siena's 2021 Charities
 
 

Contact

Columbia County:

10 Railroad Ave.

PO Box 231

Kinderhook, NY 12106

Manhattan:

350 West 50th St.

Ste. 22F

New York, NY 10019

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