Break Free From Traditional Wealth Management
A Different Approach To Managing Wealth
Sevey Wealth Advisors was built on the focus that clients deserve a better approach. They deserve a Fiduciary. They deserve customization. They deserve to know what their fees are going to be. They deserve the final say. They deserve more.
A modern approach
It’s essential for us that our clients get personalized suggestions on who from our team is the best match. Rather than do things the typical way, we’ve created a system designed around our patients’ needs.
Fees Matter
For many HNW families, AUM fees are disproportionate to the value they receive. Does your advisor truly work harder or provide more attention when they charge you more?
Inherent Conflict of Interest
As flat fee financial advisors, like all financial advisors, we are held to a fiduciary duty when providing advice and services to our clients. This fiduciary duty requires us to act in our clients' best interests, putting our clients' needs ahead of our own and providing unbiased, objective advice.
Ready For A Better Approach?
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