Sequinox Wealth Managers, llc

EST. AUM
$160,000,000

CONTACTS
1

CLIENT ACCOUNTS
1,550

Firm Details

Metro area Harrisburg
CRD Number 335246
Website sequinox.com
Client types

Overview

Sequinox Wealth Management, LLC is a financial advisory firm based in Lancaster, Pennsylvania, dedicated to providing comprehensive financial planning services with a focus on income, tax reduction, and retirement strategies. Founded by Joe Wirbick, the firm was established to prioritize client needs over corporate interests, aiming to offer transparent and personalized financial guidance. Sequinox's mission is to assist retirees and those approaching retirement by utilizing a conservative investment philosophy and a comprehensive financial planning approach. Their independent status allows them to build strategies centered around clients' goals and objectives. The firm emphasizes clear communication, ensuring clients understand every aspect of their financial plan. The team at Sequinox includes professionals like Matt Lebo, CFP®, and Donald Lamison, LUTCF, FSCP, who bring a wealth of experience to the firm. Their approach involves a three-step process: understanding clients' current financial situation, developing a customized plan, and taking actionable steps to implement the plan while monitoring and adjusting as needed. Sequinox has been recognized for its growth and client-centric approach, earning accolades such as the Inc. 5000 award in 2018 and the "Business of the Year" award from the Central Penn Business Journal in 2011. The firm has also been named a top wealth manager in Central Pennsylvania.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sequinox Wealth Managers, llc

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company