We are all unique. Each of us has our own goals and aspirations. Our personal situations, such as our family, health, and choice of work, can present opportunities as well as challenges that in the end require planning that is tailored to each client’s situation.

To help you reach your goals, Sextant Wealth Management provides the following services:

• Investment Management
• Cash Flow & Debt Management
• Tax Planning
• Risk Management
• Education Planning
• Business Planning
• Retirement Planning
• Estate and Legacy Planning
• Special Situations: For example, concentrated investments, stock options, health issues, special needs family members, non-citizen issues to name a few.