Broker Check
Your Financial Partners Simplifying the Complex Tailored to You A Full Service Practice for both Business & Personal
 

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 the propensity to benefit 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 Strategies
  • Industry leading security & encryption
Contact Us 



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.

Download our app on the App Store! Download our app on Google Play!


Helpful Content

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Preparing the Future Generation

Preparing the Future Generation

Discover why we need to plan the future for future generations today.

Four Really Good Reasons to Invest

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

 

Infographic: Personal Finances Are Like A Game of Golf

What do golf and personal finances have in common? A lot of things, but the key is confidence.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

How to Cut Your Expenses

Living with confidence means living within your means. managers.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Your Financial Family Tree

What lessons can you learn from your family members, and what can they learn from you?

View all articles arrow

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

View all videos arrow