Withum Wealth Management
Sean Severson is a Wealth Management Associate at Withum Wealth Management and Pinnacle Associates, Ltd. since May 2022. Prior to this, Sean held various roles at Fidelity Investments from June 2019 to April 2022, progressing from Transaction Service Representative to Client Service Manager. Sean's academic background includes a Bachelor of Arts in Mathematics and Economics from the College of the Holy Cross, where involvement in the NCAA Division 1 Men's Varsity Swimming team included serving as team captain during the 2018-2019 season. Additional experience includes a summer analyst position at Roundview Capital, LLC, and a lifeguard role with the Town of Nantucket, demonstrating skills in teamwork, mentorship, and investment analysis.
This person is not in any offices
Withum Wealth Management
Withum Wealth Management (WWM) is an independent registered investment adviser (RIA) providing unbiased wealth management advice to clients primarily residing in tristate area, Pennsylvania, Boston, and Florida. Withum Wealth Management was co-founded by principals of Pinnacle Associates Ltd., a multi-billion-dollar investment advisor, and WithumSmith+Brown, a nationally recognized accounting and consulting firm. Our advice takes into consideration changes in your personal life, the regulatory environment, and the global financial markets. As an RIA, we are legally bound to put your interests first throughout the relationship and act in utmost good faith, in a manner we believe represents your best interest. Our one goal is to deliver a tax sensitive, cost effective portfolio that matches your objectives and unique factors. Our team of trusted financial advisers is committed to fulfilling your investment management, cash flow planning and wealth counsel needs. We serve a diverse group of private clients including pharmaceutical, medical, legal and accounting professionals. Our clientele also consists of entrepreneurs, business executives, retirees and people experiencing life changing events. Visit http://www.withumwealth.com/ for more information!