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 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
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Retirement Victory Lap
A confident retirement begins with a plan.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Here are the official tax numbers for 2019.
Consolidating financial accounts onto one platform can help you spell out a clearer financial future.
See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.
Your 30s are the best time to set yourself up for retirement savings success. Here are strategies to help you.
Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
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.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
How will you weather the ups and downs of the business cycle?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you have causes that you want to support with donations? Here are three tips.
Do you know how to set up your financial goals for success? This knight does.
The market is as unpredictable as the weather. We’d love to help you prepare.