We want our clients to know exactly how we serve them and how we aim to provide the highest level of service. Today, many wealthy management firms claim to put their clients first without following through on their commitment. At Sequel Financial Group, we pride ourselves on building strong relationships and consistent client service.

Independence

As an independent, comprehensive financial services firm, we work for our clients, not a brokerage firm or insurance company. Our Securities licensed financial professionals and advisors have access to a multitude of investment options through a broad spectrum of financial companies. We create strategies and make recommendations based on our clients goals and needs, not based on sales campaigns or quotas. 

A Fee-Based Model

By adopting a fee-based model, our advisors are paid by you, not another company. Our compensation is a fixed percentage of your accounts’ value. We are genuinely motivated to grow your portfolio and preserve your wealth.

A Disciplined Approach

Our disciplined approach to investing is focused on strategic asset allocation. By following a disciplined process, we believe investors have a higher probability of success compared to those who make frequent changes based on emotion or daily events. Asset allocation does not guarantee a profit or protect against a loss in a declining market.

Transparency

Too often, investors are not aware of the fees associated with their portfolios and retirement plans. Many contain expensive products, funds, or riders that reward the advisor rather than the client. We are committed to disclosing expenses associated with each solution that is recommended to our clients. 

Confidence

Trust is essential for building long-term relationships. One element of maintaining trust is providing the utmost transparency and education. From how a portfolio is being managed to the expenses included for each specific strategy, we want our clients to feel confident with their simplified solution.