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.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The federal government requires deceased individuals to file a final income tax return.
Preserve your high net worth with these foundational tips.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn about the difference between bulls and bears—markets, that is!
What if instead of buying that vacation home, you invested the money?
Here is a quick history of the Federal Reserve and an overview of what it does.
A special needs trust helps care for a special needs child when you’re gone.
When do you need a will? The answer is easy: Right Now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.