Thank you for your visit. As you look around you will notice we are a Wealth Consulting firm. We partner with you, bringing you the latest portfolio and tax analysis software as well as 23 years of experience for you to leverage. Our goal is to save you money, give you more control in these crazy times and enhance your financial future.
On these pages you will find lots of information on how we partner with our clients, plenty of helpful links and calculators as well as our latest perspectives. Take your time, look around and learn what truly sets us apart.
We appreciate your interest and look forward to connecting with you! Please follow the link below to schedule an introductory call to learn how we can help you.
— Sean Sevey, Founder
About Sevey Wealth Advisors
Welcome to Sevey Wealth Advisors, a firm focused on offering a concierge approach to portfolio management; designed to focus on a partnership with clients allowing them to take ownership of their own financial future while still benefiting from timely guidance and proactive advice.
- Zero Conflict of Interest Consulting
- No Commissions, Product or Sales Goals
- Fixed Quarterly Fee
- Not a % of Your Money
- Custodian Agnostic
- Your Money Stays Where You Want
- Leverage Technology to Build Portfolios
- Minimize Risk + Tax + Cost Inefficiencies
- Customized and Dynamic Asset Allocations