● (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 One-Time 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
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
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

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.