About Us Is Really All About You
We act as a fiduciary on your behalf and abide by the Fiduciary Standard
Our personalized advice lets you achieve the lifestyle you want, without compromise.
Online tools and personalized advice delivered by web conference, phone, chat and email.
Our fee-only approach cuts out commissions to give you lower costs than traditional brokers.
Our smart portfolio system tactically weights your portfolio inline with your wealth plan.
By applying tax loss harvesting and reallocating higher yields to tax deferred accounts.
Rick Drew CIMA®, Managing Director and Founding Partner of SEDNA Wealth Management. Drew’s experience in wealth and asset management over the last 20 years gives him a unique perspective for providing highly customized financial advice along with the expertise to manage the entire investment process. Drew credits his success to strong family mentors who served their communities in various roles in education, healthcare and the legal profession. “We created SEDNA with the distinct purpose of helping individuals at every stage of life build wealth through customized planning and personalized investment advice.”LETTER FROM OUR FOUNDER