Who we serve
Individual Investors
Small Business Owners
Ministry & Non-Profit
Life is too short to not have a plan
Not having a plan
Leads to not having a framework for financial decisions
Leads to fear of running out of money
Leads to no strategy to navigate market downturns
Leads to supporting causes that may not align with your values
With the overwhelming amount of information available today, people are more confused than ever about how they should invest and plan for their future. With a ONE XVI Wealth, U3 Financial Plan designed just for you. You’ll be set free from the fear and confusion that is holding you back.
We understand that there is more to your financial life than investment returns
Sean has been working with clients like you for over 15 years. He experienced the pain and unrest in the markets during the ’08-’09 Great Recession. These experiences led him to desire to be a guide to his clients to pursue more than just financial returns. The conviction that you can invest in your values is a journey of discovery that led Sean to found ONE XVI Wealth. To guide clients in this pursuit.
Sean pulls from his years of experience as well as his training as a CERTIFIED FINANCIAL PLANNER TM and Certified Kingdom Advisor®. Enabling him to guide clients through the Uncover, Unlock & Unleash planning process to build plans that align goals and investments with their closely held values.
Ready TO ALIGN YOUR MONEY WITH YOUR VALUES?
Request a Consultation
