Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
You have worked hard 24/7/365 on your vision, yet businesses, big and small, are often not aware of qualified strategies that highly benefit the company and their bottom line.Learn More
"In a few hours of planning, many of our clients could save more than they have accumulated over the last several years." – Price WaterhouseLearn More
Today's flexible solutions can work with your lifestyle, securing and protecting against unexpected events and uncertainty.Learn More
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
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
How will you weather the ups and downs of the business cycle?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.