● (704) 981-0455 ● info@sednawealthmanagement.com

That's SEDNA.

Empowering you to do good

things with your money

A Modern Way To Plan For Your Life 

SEDNA Wealth Management is a modern wealth planning and investment firm focused on providing cutting edge technology and personalized advice to empower individuals and their money.

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No Conflicts

We act as a fiduciary on your behalf and abide by the Fiduciary Standard

Modern Wealth Planning

Our personalized advice lets you achieve the lifestyle you want, without compromise.

Advice When & How You Need It

Online tools and personalized advice delivered by web conference, phone, chat and email.

Fee-Only Advisors

Our fee-only approach cuts out the commissions to give you lower costs than traditional brokers.

Dynamic Portfolios

Our smart portfolio system tactically weights your portfolio inline with your wealth plan.

Tax Optimization

By applying tax loss harvesting and reallocating higher yields to tax deferred accounts.

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Get Personal With Your Money

Our free financial tools allow you to manage your financial life and reach your goals faster. 

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