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Like a finely tailored suit,                                   a finely tailored investment plan

About Us

Analysis + Capital + Execution

Our firm specializes in developing premium customized investment strategies. 

First, we go above and beyond with the analysis so that the strategy is in line with the goals.

Second, we determine the appropriate amount of capital that helps provide the momentum needed with the timelines set.

Finally, execution of the strategy at the highest level.

Our solutions based approach is how we differentiate from all the others. 

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuities


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

Seth & Alexander Wealth