Overview
We know that talking about financial matters can often be difficult. You want to be sure you make the right decision in choosing a partner to help you meet your financial objectives. Sebastian Wealth Management, has over thirty-five years of experience, working with individuals and business owners. Over the years we have developed a primary focus in the financial needs and unique requirements of physicians.
In a wide world of financial firms, we stand out for these very important reasons:
Respect for Your Values and Your Vision:
This is your financial life, so before moving forward with any financial plan, we listen carefully to your values and your vision for the future and for your legacy. Our whole goal is to help you define and refine your vision, honor your decisions and help you achieve those aims within the context of your values.
Our Professionals hold themselves to the Highest Fiduciary Standards:
As a Personal Financial Advisor and Financial Fiduciary, it is our goal to work in the best interests of our clients. That means we work to put your interest ahead of the firm’s. We take our stewardship of your finances as seriously as we take our own.
Client Centered Service:
We are a client centered financial advisory practice. Service that is timely and reliable is the key to building client confidence. Whether it is the simple act of returning phone calls promptly or spending the time to develop a sophisticated financial strategy, we treat you the way we wish to be treated, with respect and professionalism. Our commitment to offering the best is also found in our support staff who are dedicated, not only to exceptional “raving fan” service, but also to maintaining high professional standards. We invest in long-term relationships with our clients; that means we are there for you every step of your financial journey.
Privately Owned, We Offer Financial Advice with the Client’s Best Interest in Mind:
Financial advice is easy to come by, but finding good, independent financial advice is more difficult. As a privately owned and independent financial advisory practice, Sebastian Wealth Management is free to look at a wide range of financial products, tools and resources to provide you with the appropriate choices for your situation. An independent advisory practice has no pressure to use products or tools that may not be appropriate for the client. We believe that our independence can mean a world of difference when planning for your future.
A strong professional network to support your goals:
Sebastian Wealth Management has developed strong relationships with other professionals (Attorney’s, CPA’s), who can become a part of our team to work for your benefit if needed. Each of these relationships mirrors our own values of integrity and commitment to provide the highest levels of service. Of course, we are always happy to work with your existing team to coordinate and implement your financial strategy.
Highly Personal Service with Strong National Resources:
Because we are independent and local does not mean we are small. As a member of the Fusion Advisor Network we are a member of a national network of premier independent firms across the nation whose expertise in financial planning can be called upon on your behalf. That means we offer you the highly personal service you deserve plus the national resources you expect. We also are able to provide clients with a broad range of financial tools, products and resources to help you reach your goals. Trust, integrity and a commitment to the client are what make Fusion Advisor Network special and why Sebastian Wealth Management is an integral member.