Encountering a crossroad in life happens to all of us, time and again. Our investment and financial planning strategies at Sequent are truly unique to each of our clients. Families have different goals, distinct concerns and varying circumstances. We do not have boilerplate solutions or model portfolios.
We are 100% fee-only, providing us with unquestioned objectivity to recommend and execute actions for client families. At Sequent, we come to understand our client families and create financial strategies that achieve their life-long goals. Are you worried about your investments or your financial/estate plans meeting your future needs?.
We are 100% fee-only, providing us with unquestioned objectivity to recommend and execute actions for client families. At Sequent, we come to understand our client families and create financial strategies that achieve their life-long goals. Are you worried about your investments or your financial/estate plans meeting your future needs?.
Services
Most firms focus on ways to have clients fit into certain asset allocation and planning strategies with consistent holdings and entities that enable the broker or team to serve a massive number of clients and accounts. At Sequent, we do not have blanket asset allocation strategies or boilerplate personal financial or trust/estate templates.
At Sequent, we offer a unique approach - the focused experience we have in working with families and their businesses. As a comprehensive multi-family office, we specialize in helping families who have, had, or will have their own business.
Be it a multi-generational family owning and running a closely held business, a high ranking corporate executive of a publicly traded or privately held company, or a professional with their own practice; our differentiation is not in what we do, but rather what our clients do and how we help them do it better.
Be it a multi-generational family owning and running a closely held business, a high ranking corporate executive of a publicly traded or privately held company, or a professional with their own practice; our differentiation is not in what we do, but rather what our clients do and how we help them do it better.
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