WEALTH PLANNING THAT GOES FARTHER

The Sextant Wealth Advisory Group is a collaborative practice – our specialties are complementary and our approach is coordinated. By working together, we offer the extensive services and encompassing perspective to help you move from the success you've already achieved through each step that will lead to your financial destination.

Whether we're assisting corporate executives with the creation and management of employee retirement plans or helping those same executives feel confident about their families' futures, we match our commitment to financial quality with our dedication to true financial partnership.

We serve …

  • High-Net-Worth Families
  • Corporate Executives
  • Retirees
  • People in Transition
  • Business Owners

An investment in knowledge pays the best interest.
Benjamin Franklin