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.
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