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Sevasti has personally advised on over $4 billion in assets and has worked directly and successfully with over 700 families to align their investment portfolios with their goals, risk appetite, tax situation and cash flow needs.  She has over 14 years financial services work experience and has made recommendations and implemented solutions for both ultra high net worth and high net worth families.

Sevasti listens first, understands your situation, offers solutions tailored to you and implements. Feedback on what clients like most is that she makes them feel confident when they are overwhelmed and speaks in language they understand.