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 …
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From navigating the day-to-day concerns of substantial wealth to preserving a legacy that can last generations, the financial needs – and possibilities – of successful families are unique. Our team offers the specialized experience and personal support to help you and your family move toward the future as you see it.
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Those in the highest positions often contend with the greatest degree of complexity when it comes to financial planning. Drawing on our extensive experience with executives and other key employees, we offer an array of services to help you plan effectively for your substantial pool of assets – from managing deferred compensation and diversifying concentrated stock positions to 10b5-1 planning and investment banking.
Diversification does not guarantee a profit nor protect against loss.
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Once you've reached your financial destination, constant vigilance and consistent improvements can help ensure you make the most of it. As you enjoy the rewards of a lifetime of success, we can help you construct a prudent distribution strategy and plan for any changes in the markets or in your life that might place you on a new course.
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When life takes a new direction, the financial implications can be daunting, but with the help of a dedicated partner, these periods can be handled smoothly and efficiently. Whether you're newly single, settling into a new position or career, or managing sudden wealth, our team can offer guidance and support to help you recover your bearings and discover new opportunities – we'll even help update and refine your résumé.
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As business owners, we understand all that goes into successfully running your business. As financial advisors, we possess the knowledge and skill to help you plan effectively for your business's present success and future continuity. From 401(k) planning to succession strategies, we offer a variety of services to help keep your business on the course you envision.
