Wealth management— simplified & personalized.
At Banyan Wealth, we turn complexity into clarity, giving you the confidence to live the life you love today, tomorrow and well into the future. Everything we do revolves around your vision, and every service we provide is backed by experience, expertise and passion.
Our Story
In diverse cultures around the world, the banyan tree holds deep meaning ranging from knowledge and wisdom to growth, prosperity, health, family and fulfillment of wishes.
In addition to being strongly symbolic of our team’s values, five of the six letters of the word “banyan” represent the first names of Founder and Chief Investment Officer Nick Sergio’s family. The “y” represents our philosophy of helping clients discover their “why” as the first step of building a purpose-driven financial plan.
Our Values
Compassion & Humility
We’re always humble and grateful for the opportunity to play a role in our clients’ lives.
Compassion & Humility
We’re always humble and grateful for the opportunity to play a role in our clients’ lives.
Discipline
Consistency and time-tested processes drive success and sustainability.
Education
We have a passion for learning, understanding and delivering transparency in everything we do.
Persistence
Great isn’t good enough; we never rest on our laurels.
Vision
We pride ourselves on providing forward-thinking leadership and innovative solutions, support by some of the industry’s best tools and resources.
Our Approach
The Why Wealth Building Process™
Let’s start with a transparent discussion about your short-term and long-term goals, through the lens of the life you want to live and the legacy you want to leave. Gaining a better understanding of your “why” in life will allow us to craft and manage your plan accordingly, focusing on achieving what is truly important to you.
