Founded in 2017, Sequent Asset Management is an independent Registered Investment Adviser (RIA) based in Phoenix, Arizona. The firm operates as a fiduciary, focusing on providing personalized and objective wealth management solutions. Their core services include comprehensive financial planning, tailored investment management, and retirement planning for individuals, high-net-worth families, and trusts. Sequent emphasizes an evidence-based investment philosophy, aiming to build and protect their clients' wealth through disciplined, long-term strategies.

Founded in

United States