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Seth A

Series 65

Shelburne, VT

Cedar Wing LLC

Seth Anderson is the principal of Cedar Wing LLC, an independent financial advisory firm based in Shelburne, VT. He holds a Series 65 designation and has been in the financial services industry since 2026. Prior to founding Cedar Wing LLC, he has operated Birch Tree Tax LLC since 2014. Cedar Wing LLC provides discretionary asset management and financial planning services tailored to individuals and high-net-worth clients. The firm builds investment programs based on client goals, time horizons, and risk tolerances, employing both long- and short-term strategies with regular account reviews and potential tax-loss harvesting.

General estate planning guidance Social Security optimization College savings (529s, UTMA, etc.)
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