Financial Planning

Every client relationship at Sequentis begins with a conversation. Our fundamental first step is to craft a comprehensive financial plan tailored to your goals and circumstances.

Investment Advisory

Sequentis is a strategic partner driving a dividend growth investment strategy that focuses on income growth, downside protection and capital appreciation.

Sustainability and Philanthropy

We help clients invest in companies that do business in ways that value people and the planet, as well as profits. We aim to guide your investments to drive social and environmental progress.

Tax, Trust and Estate

We work with you to help build a legacy. We have the knowledge and experience to manage the coordination between trust administration, accounting, recordkeeping, and tax professionals.