We understand that there is more to your financial life than investment returns.
Sean has been working with clients like you for over 15 years. He experienced the pain and unrest in the markets during the ’08-’09 Great Recession. These experiences led him to desire to be a guide to his clients to pursue more than just financial returns. The conviction that you can invest in your values is a journey of discovery that led Sean to found ONE XVI Wealth. To guide clients in this pursuit.
Sean pulls from his years of experience as well as his training as a CERTIFIED FINANCIAL PLANNER TM and Certified Kingdom Advisor®. Enabling him to guide clients through the Uncover, Unlock & Unleash planning process to build plans that align goals and investments with their closely held values.
Please reach out to schedule your complimentary consultation today.