Wealth Strategies
As part of our comprehensive approach to financial solutions, Sexton Consulting Group connects you with best-in-class wealth advisors to address your financial goals. We leverage our connections with industry experts to provide custom solutions to both individuals and business owners. Our strategic partners are not simply people we recommend, they are people we do business with ourselves. With Sexton Consulting you’ll receive all-encompassing attention to your financial health from trusted experts.
- Solutions for personal finances and business owner portfolios
- Custom portfolio construction
- Holistic evaluation
Visit Our Strategic Partner
Our trusted wealth strategy expert, EP Wealth Advisors of North Scottsdale, is an independent, family office focused on multi-asset class investment management. They have extensive experience designing individually customized investment portfolios to help clients grow their assets, protect their wealth, and generate retirement income. In addition to investment management work, they offer financial planning and retirement planning among other services.
EP Wealth Advisors Partners’ Philosophy and Process
- Protect entrusted capital
- Focus on active management with concentrated portfolios
- Bottom-up, fundamental-driven investment process that incorporates top-down macro and sector perspectives
- Investments in high-quality securities trading at attractive valuations
- Growth at a Reasonable Price (GARP) investment style
- Long-term investment perspective
- Strong buy and sell disciplines
