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

Live Life On Your Terms

Let’s Find The Plan That’s Right For You

Our customized wealth start-up, wealth planning and wealth management programs are designed to meet your individual needs on your terms. 

401k Plus Plan
$500 Annual Fee

Ideal For The Young Professional

  • Automatic Your Savings Plan
  • Budget Like A Billionaire Strategy
  • Quarterly 401k Allocation Report
  • Retirement Projection Plan 
  • Student Loan/Debt Structuring
  • Insurance Coverage
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Wealth Planning
$1000+ (Based On Complexity)

For Growing Families

  • Automate Your Savings Plan
  • Budget Like A Billionaire Strategy
  • Full Retirement Planning
  • 401k & Retirement Allocation Report
  • College Savings Plan
  • Tax Planning
  • Insurance Planning
  • Home Purchase & Refinancing
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Wealth Management
 All-Inclusive AUM Fee: 1% (or less)

Ongoing Investment and Planning

  • Personal Investment Management
  • Investment Policy Statement
  • Retirement Planning & Allocation
  • College Savings
  • Tax Planning
  • Insurance Coverage
  • Estate Planning
  • Legacy Planning & Charitable Giving
  • Home Purchase & Refinancing
  • Stock Options & Deferred Comp
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Start Building Wealth Today! (2 min)

Get Personal With Your Money

Our suite of online tools let you view all of your accounts in one place and get real-time information to maximize your budget and net worth. 

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