About Sorensen Wealth Management

Who We AreA relationship built for families who want clarity, not just investment management.

We work with successful families, retirees, business owners, and executives who have built meaningful wealth and want a more thoughtful way to make decisions. The work is not simply about managing money. It is about understanding what your wealth is meant to support and helping you move through important decisions with greater clarity.

Our PerspectiveExperience matters. So does the way guidance feels when decisions are personal.

Families often come to us when the numbers are no longer the only question. They may be deciding when work can become optional, how much they can comfortably spend, what a transition means for the next chapter, or how to align investments with a more intentional plan.

That kind of relationship requires more than a portfolio review. It requires context, judgment, continuity, and a steady partner who understands the bigger picture.

Context Before Recommendations

Context Before Recommendations

We begin by understanding the people, priorities, and decisions behind the numbers.

Planning Before Products

Planning Before Products

The conversation starts with what your wealth is meant to support, not with a product or portfolio.

Continuity Over Time

Continuity Over Time

The work continues as life, markets, family needs, and opportunities evolve.

Coordination Around the Bigger Picture

Coordination Around the Bigger Picture

We help connect planning, investments, and professional guidance so decisions feel less fragmented.

What the Relationship Is Meant to Feel LikeClearer when decisions feel complex. Steadier when life changes.

Clarity

A place to sort through decisions with structure instead of carrying them alone.

Confidence

A framework that helps you respond thoughtfully when headlines, markets, or emotions create pressure.

Continuity

A relationship that keeps context over time, so each decision is connected to the bigger picture.

our processA clear path from first conversation to ongoing guidance.

The SWM Wealth Navigator is designed to give families a more tangible way to understand what happens after they reach out. Each conversation has a purpose, and each step is designed to create more clarity around the decisions that matter most.

Client Centered

  • A relaxed first conversation about what stage of life you are in, what feels unsettled, and whether there is a mutual fit.

    Objective: 
    Clarity on Fit and the Right next Conversation.

  • We map the people, priorities, and decisions already shaping your financial life so the relationship starts with context.

    Objective:
    A CLEARER PICTURE OF WHAT MATTERS MOST RIGHT NOW.

  • We examine what your resources may be able to support and where the biggest planning choices or tradeoffs live.

    Objective:
    A MORE CONCRETE SENSE OF WHAT MAY BE POSSIBLE.

  • Planning, investments, and next-step priorities are aligned around the life your wealth is meant to support.

    objective:
    A MORE INTENTIONAL PATH forward AND CLEARER framework for making DECISIONS.

  • As life evolves, the work continues through reviews, planning decisions, and thoughtful coordination over time.

    objective:
    CONTINUITY, CONTEXT, AND A STEADY DECISION PARTNER.

The People Behind the RelationshipWho you work with matters.

Experience matters. So does judgment, access, and the way a relationship feels over time.

Jeff Sorensen

Jeff Sorensen

Founder & Wealth Advisor

Jeff works with a select group of families as a steady partner in the decisions that shape their lives. His style is calm, clear, and relational — helping clients simplify complexity, think through tradeoffs, and move forward with more confidence.

How he shows up: Direct, thoughtful, and steady when decisions feel weighty or emotionally charged.

Where he can add value: Connecting planning, investments, and the larger life decisions those resources are meant to support.

What clients can expect: Continuity, context, and a founder-level relationship that does not get handed off after the first meeting.

The value is not just technical advice. It is having someone thoughtful in the room when the decisions matter most.

Jenna Algire

Jenna Algire

Client Relationship Experience

Jenna's role is to make the relationship feel seamless, organized, and cared for. For clients, that means her focus is on ensuring that details are handled, follow-through is strong, and communication stays clear.

What her role can provide: A smoother client experience, better follow-up, and more confidence that the details are being watched carefully.

Thoughtful guidance in front. Steady execution behind it.

When You're Ready
Start with an Exploratory Call.

The first step in the SWM Wealth Navigator is a relaxed conversation. We use this call to understand where you are, what prompted you to reach out, and whether there may be a mutual fit.

You do not need to have everything organized before reaching out. The goal is simply to begin with clarity.

Schedule an Exploratory Call 

What to Expect

20-Minute Exploratory Call

A brief first conversation to understand your stage of life, what feels unsettled, and whether Sorensen Wealth Management may be the right fit.

What We’ll Discuss

We’ll talk about the decisions in front of you, what you’re hoping to clarify, and what kind of guidance would be most useful.

What Happens Next

If there is a fit, we’ll guide you to the next step in the SWM Wealth Navigator. If not, we hope you’ll still leave with a clearer sense of direction.