Investments / Wealth Management

Provides you with customized investment solutions that address client’s individual goals, risk tolerance, and investment time horizon. Through Sebastian Silen, we offer products and services to help you develop a sound, long-term investment strategy. You can choose from over 10,000 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs). We also offer products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans.

Insurance and Investment products include, but are not limited to:

  • Variable Annuities**
  • Income Annuities, Deferred Annuities*
  • Managed Portfolios
  • Mutual Funds**
  • ETFs, Stocks, Bonds