Team profile


Our approach

At Siena Wealth Advisory Group we are passionate about helping you protect yourself and your family from the unexpected. That is why we take the time to get to know each and every one of our clients. We believe it is our duty, obligation and responsibility to help guide you to a more confident retirement. After all, you only get one retirement. We'll help you plan to get it right.

At Siena Wealth Advisory Group it's not just financial planning, it's personal.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments
  • Charitable Giving

Awards & recognition

  • Siena Wealth Advisory Group, Ameriprise Client Experience Award, 2020, 2021
  • Brian White, Forbes Best-in-State Wealth Advisors, 2021-2022
  • Matthew Mandell, Forbes Best-in-State Wealth Advisors, 2021-2022
  • Brian White, Forbes Top Next-Generation Wealth Advisors, 2018, 2021
  • Matthew Mandell, AdvisorHub 50 Advisors to Watch (over $1Bil), 2022
  • Matthew Mandell, Forbes Top Next-Generation Wealth Advisors , 2018, 2021
  • Alanna M Morey, Ameriprise Circle of Success, 2021
  • Matthew Mandell, Ameriprise Circle of Success , 2021
  • Brian White, Ameriprise Circle of Success, 2021

Community participation