“Managing finances and building wealth is truly about the mindset more than about the actual equation of how much money you have.”

Rick Drew is the Founder, and Managing Director of SEDNA wealth management, a fee-only modern wealth planning, and investment firm focused on providing personal advice to empower individuals and their money. Over the last 20 years of financial management experience, it gives him a unique perspective in delivering highly customized financial advice and managing the entire investment process. He is passionate about helping individuals build wealth at every stage of life through customized planning and personalized investment advice.

Join us in part one of this interview as Rick shares his story and the essential aspects of financial planning to help you build your wealth and legacy.

Find out more about Rick by visiting his sednawealthmanagement.com and you can connect with him through LinkedIn @rickdrewsednawealthmanagement

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