Sequinox was started because Joe Wirbick wanted to concentrate more on what people needed out of their financial plans and less on the bottom line.
Today, the team at Sequinox helps you improve your financial future while helping you understand each decision along the way. A measure of success is the number of clients, like you, who retire successfully and achieve their financial goals.
You come First.
We take the time to get to know you, listen to what matters to you, and concentrate on your solutions.
You will be informed at all times.
Complicated financial systems are always explained in simple terms. None of your questions will be left unanswered. You will understand the strategies behind each of your investments.
Your goals are the top priority.
You will be shown simple but effective ways to manage your taxes, minimize risk, and maintain your lifestyle goals.
You will be connected at all times.
You will have access to your accounts 24/7, as well as a high-touch system for talking to a live person. We are flexible and will accommodate your preferences. Whether it is a phone call, a face-to-face meeting, or online access and account updates, we have you covered.