● (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. 

Wealth Start-Up
One Time Consultation

2 Hour Consultation for 2-3 Topics 

  • Creating A Savings Plan
  • Budget/Spending Analysis
  • Retirement Planning & Allocation
  • Student Loan/Debt Structuring
  • College Savings
  • Insurance Coverage
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Wealth Planning
Yearly Subscription

Ongoing Planning and Consultation

  • Budget & Spending Analysis
  • Automate Your Savings
  • Retirement Planning & Allocation
  • College Savings
  • Tax Planning
  • Insurance Coverage
  • Home Purchases & Refinancing
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Wealth Management
All-Inclusive Management Fee

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 Purchases & Refinancing
  • Stock Options & Deferred Comp
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Speak With An Investment Specialist Today!

LET'S GET STARTED

 

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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