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Comprehensive Strategy Experienced Team Approach

Business Owners &
Self-Employed

Serving their special needs.

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Individuals &
Families

Each journey and destination is unique.

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Retirement Planning &
Legacy Planning

Preparing for a fulfilling retirement.

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Sextant Wealth Management is a boutique financial advisory firm whose mission is to serve the needs of individuals, families and small business owners across the U.S. We take a holistic approach to our clients’ financial lives, helping them develop their long and short-term life goals and collaborate with them in creating a plan to achieve them. As a result we seek clients who wish to actively participate in planning their financial future.

Our commitment to this mission is defined by three core principles:

  • Individualized and Comprehensive: Each client is unique, so each will go through an individualized, interactive process that will result in a comprehensive plan that is tailored to them.  
  • Knowledge and Experience: It is our duty to stay current with the multitude of investment options, financial markets, insurance products, tax regulations and estate planning laws.
  • Team Approach: We work closely with other professionals such as estate planning attorneys, CPAs, insurance experts and qualified plan providers so that each client’s financial plan coordinates all aspects of their financial life. 

Helpful Content

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Protection Against Uninsured Drivers

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work, are retired, or are raising a family, it pays to know the truth about life insurance coverage. Examine and debunk the five most common life insurance myths, and arm yourself with knowledge.

 

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

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Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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