Business Owners &
Self-Employed
Serving their special needs.
Learn MoreIndividuals &
Families
Each journey and destination is unique.
Learn MoreRetirement Planning &
Legacy Planning
Preparing for a fulfilling retirement.
Learn MoreSextant 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
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Understanding FDIC Insurance
FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
What To Do When Your Income Reaches 7 Figures
Preserve your high net worth with these foundational tips.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Buying a Vacation Home? 5 Questions to Consider First
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.