Sequent Real Estate + Wealth Management is the brand name for Sequent Planning, LLC, a financial advisory firm based in Bend, Oregon. The company specializes in a holistic approach to financial well-being by combining traditional wealth management services, such as financial planning and investment management, with specialized real estate advisory services. Their mission is to help clients build and manage wealth by strategically integrating real estate assets into their broader financial portfolio, catering to individuals, families, and business owners.

Founded in

United States