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Address:

Phone:

Burlington, VT


126 College Street, Suite 350
Burlington, VT 05401
(802) 660-8999

Client Access

Sequoia Wealth Management
AXA Online


Map of Office Location

Sequoia Financial Group provides comprehensive wealth management to successful professionals, families and small businesses. We help our clients achieve financial security, where work becomes optional for them. Our clients benefit from solutions customized to their needs that include: creating a financial plan, investment management, risk management (life, disability and long term care insurance), retirement income and estate planning.

Services Offered:

  • Financial Planning
  • Investment Management
  • Risk Management
  • Life, Disability and Long Term Care Insurance
  • Retirement Income
  • Estate Planning


Charles N. Dinklage

Wharton Certified Retirement Planning Specialist
 

Email
Phone: (802) 660-8999
 

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David Nathan (Nate) Owen

Financial Consultant

 

Email
Phone: (802) 660-8999
 

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Nancy Wong

Client Management

 

Email
Phone: (802) 660-8999
 

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck