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
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Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Marriage changes everything, including your insurance needs.
Here’s a gift idea that can help create a stronger financial future for your child or grandchild.
Here are the official tax numbers for 2019.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
One of the best ways to love the people you care about is through properly protecting yourself, and them.
Whole life insurance can help to diversify a financial portfolio.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What if instead of buying that vacation home, you invested the money?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.