Investments
Business
Planning
Personal
Planning
Insurance
Wealth Accumulation, Protection, & Distribution
For High Net Worth Individuals And Families Nationwide
Our mission in the Wealth Management business is to provide you with the clarity, confidence, and commitment to achieve your financial goals, giving you a new-found understanding of how much is possible.
We specialize in working with successful business owners and their families to maximize key areas of wealth accumulation, protection, and distribution. We understand businesses and owners face unique challenges as they set goals to maximize their wealth and satisfy “legacy” desires (whether philanthropic or family). Clients in tax brackets of 35% and higher, or with a net worth exceeding $5 million, have benefited from our strategies for increasing potential tax savings and deductible opportunities while maximizing returns. Our process helps clients discover options they weren’t aware of nor were likely to find on their own. We are very comfortable in working with complex, multi-state situations & owners with one or more businesses. We are here for you through all stages of your business and personal life.
Utilizing advanced planning and modeling systems we take the mystery out of preparing for today and tomorrow.
Sedway Financial is not limited by location, providing services to clients globally. We work very closely with all of your other professionals integrating quality advice to help with life's dynamic planning. Our team of professionals and strategic alliances, with decades of experience in all aspects of finance and financial planning, provide unlimited Wealth Management services.
Invaluable Services with a Personal Touch
- Advanced Personalized Planning Process
- State-of-the-Art technology like eMoney PFM
- Daily updates of all accounts easily 24/7 including via Mobile Access
- Protection and Cash Flow analysis
- Financials and planning goals are measured and updated daily
- Investment allocation and risk monitoring
- Discover hidden potential tax savings
- Private Banking Services
- Business Succession Planning
- Business Benefit Planning
- Charitable Tax Planning
- Industry leading security & encryption
Download Our Free App
We’ve built a handy mobile app that allows you to easily stay in touch with us on-the-go wherever you are. Ask us questions, send and receive secure messages, request an appointment, get directions to our office, receive helpful notifications, and more.
Helpful Content
Social Security: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
You Are Not Alone it Just Feels That Way
Let’s start getting your financial priorities and attitudes in sync with model behaviors.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
View all articles
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate