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    Sequinox

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    Description

    • We believe everybody's retirement picture looks different. At Sequinox, we'll listen as you tell us how you want yours to look. Then we'll help you work to make it a reality.After a personal interview, a resource planning strategy can be developed that we feel is designed to best suit your desired retirement lifestyle. This strategy will incorporate risk management philosophies and will typically utilize tax-reducing investments and tax allocation strategies intended to be appropriate for your individual needs.Our goal for each client is to preserve assets while increasing income and minimizing the tax bite. To do this, we look for investments that we feel will potentially have low risk and volatility. We work with clients continually to determine if portfolios need to be rebalanced in order to ensure that the investments are consistent with the clients' risk tolerances. We also take into consideration investments that seek to minimize the tax-impact they have upon their investors because every dollar you save in taxes is a dollar you can spend the way you want.
    • location

      Headquarters:941 Wheatland Avenue Suite 301, Lancaster, Pennsylvania, United States

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    • Sequinox phone

      Phone Number: +1 717-397-7957

    • Sequinox website

      Website: https://www.sequinox.com

    • Sequinox employees

      Employees:5

    • Sequinox revenue

      Revenue:$0 - 1M

    • Sequinox legal name

      Legal Name:Sequinox

    • Sequinox's Social Media

      Sequinox linkedin Sequinox facebook Sequinox twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President for Sequinox

    Joe Wirbick

    President

    Person level website visitor identification

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    View Employees

    Joe Wirbick

    President

    Frequently Asked Questions regarding Sequinox

    • Where are Sequinox's Headquarters?

      Sequinox's Headquarters are in 941 Wheatland Avenue Suite 301,Lancaster,Pennsylvania,United States

    • What is Sequinox's phone number?

      Sequinox's phone number is +1 717-397-7957

    • What is Sequinox's official website?

      Sequinox's official website is https://www.sequinox.com

    • What is Sequinox's Revenue?

      Sequinox's revenue is $0 - 1M

    • What is Sequinox's NAICS code?

      Sequinox's NAICS code is 523930

    • How many employees are working in Sequinox

      Sequinox has 5 employees

    • What is Sequinox's Industry?

      Sequinox is in the industry of Financial Services

    • Who is Sequinox's President?

      Sequinox's President is Joe Wirbick

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