Sequential Wealth Management

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

2845 Eastern Blvd, York, Pennsylvania, 1...

Phone Number

(717) 900-4344

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Sequential Wealth Management

Sequential Wealth Management is a multi-generational wealth management firm established in 2018 by father and son financial advisors Ron and Ryan Nemshick. With their combined 50+ years experience in the financial services industry, they can assist in helping you pursue your goals. They will work with you to identify where you are today and your vision for the future. Through their knowledge and expertise, they will provide guidance in determining a plan to best meet your needs of tomorrow while attempting to manage your risk in the ever changing economic environment. All of this will be done by working together as a team. Take a moment to browse through our website and learn a little more about our team, the services we offer, as well as some helpful and informative tips and resources. Please feel free to contact us with any questions or comments you may have - we would love to hear from you.Explore more
Popular SearchesSequential Wealth Management LLCSequential Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Sequential Wealth Management Org Chart

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Vice President, Investment Services

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Registered Administrative Associate

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Financial Advisor

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Financial Advisor

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Financial Advisor

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Sequential Wealth Managem...

<$5M
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2018
JS
Jessica ShifletVice President, Investment Services
<$5M
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1982
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Mark CangelosePresident & Owner
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Terri KruegerSenior Financial Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sequential Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sequential Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sequential Wealth Management.

Sequential Wealth Management Tech Stack

A closer look at the technologies used by Sequential Wealth Management

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Frequently Asked Questions Regarding Sequential Wealth Management

What is Sequential Wealth Management's official website?
Sequential Wealth Management's official website is www.sequentialwm.com
What is Sequential Wealth Management's Revenue?
Sequential Wealth Management's revenue is <$5 Million
What is Sequential Wealth Management's SIC code?
Sequential Wealth Management's SIC: 62,628
What is Sequential Wealth Management's NAICS code?
Sequential Wealth Management's NAICS: 52,523
How many employees does Sequential Wealth Management have?
Sequential Wealth Management has 1-10 employees
What industry does Sequential Wealth Management belong to?
Sequential Wealth Management is in the industry of: Finance, Securities Trading
What is Sequential Wealth Management competition?
Sequential Wealth Management top competitors include: Broadridge Financial Solutions, Prosperity Financial Advisors, Oceanside Private Wealth Management, Krueger Advisors
What technology does Sequential Wealth Management use?
Some of the popular technologies that Sequential Wealth Management uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, Font Awesome
How do I contact Sequential Wealth Management?
Sequential Wealth Management contact info: Phone number: (717) 900-4344 Website: www.sequentialwm.com
What does Sequential Wealth Management do?

Sequential Wealth Management is a multi-generational wealth management firm established in 2018 by father and son financial advisors Ron and Ryan Nemshick. With their combined 50+ years experience in the financial services industry, they can assist in helping you pursue your goals. They will work with you to identify where you are today and your vi... sion for the future. Through their knowledge and expertise, they will provide guidance in determining a plan to best meet your needs of tomorrow while attempting to manage your risk in the ever changing economic environment. All of this will be done by working together as a team. Take a moment to browse through our website and learn a little more about our team, the services we offer, as well as some helpful and informative tips and resources. Please feel free to contact us with any questions or comments you may have - we would love to hear from you.Read More

Is Sequential Wealth Management a public company?
Sequential Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Sequential Wealth Management

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