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.

Sevey Wealth Core Values

  1. Epitomize Fiduciary responsibility to place Clients’ interests first.

  2. Be a Consultant, not a Manager and empower clients to manage their own wealth.

  3. Do not physically hold or possess any client assets, securities, or money.

  4. Save Clients’ money via flat fee-only advice.

  5. Focus on customized Goals Based Investing vs preset models.

  6. Remain independent from any bank, broker dealer, insurance provider, or custodian.

How can we help?

Find out how we can help you reach your financial freedom.

Schedule a Call

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