Burlington, VT

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

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Sequoia Wealth Management
AXA Online

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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

Phone: (802) 660-8999

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David Nathan (Nate) Owen

Financial Consultant


Phone: (802) 660-8999

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Nancy Wong

Client Management


Phone: (802) 660-8999

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