Sequinox Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$153,800,000
Clients
757
Advisors
4
of 7 employees
About
Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third‑party money manager selection for individual clients—including high net worth individuals—and charitable organizations. As of January 13, 2026 the firm reports $160 million in discretionary assets under management and serves 757 clients through a four‑advisor team.
The firm implements client programs primarily through model portfolios and by allocating to third‑party/sub‑advisers rather than conducting firm-level quantitative or qualitative analysis of individual securities, and it may invest in equities, ETFs, municipal and government securities, CDs and interests in real estate partnerships. Clients grant Sequinox discretionary trading authority and the firm states it does not accept client restrictions on specific securities or security types; cash management and basic tax considerations are incorporated into its advisory process.
Distinctive operational features disclosed in the brochure include a relatively high client load across its advisor team (757 clients served by four advisors) and that advisory personnel are licensed insurance agents who may earn separate commission‑based compensation for insurance sales, a potential conflict of interest the firm discloses. The firm also notes it is newly registered (began operations in 2025) and routinely directs brokerage to a recommended custodian platform, which it discloses may affect execution costs.
Client services
Expertise
Fee options
Fixed fee for financial planning generally ranges between $500 and $2,500, negotiable depending on complexity and scope.
Up to 1.45% annually (negotiable, based on individual client circumstances)
Insurance agents affiliated with the firm earn commission-based compensation for selling insurance products, separate from advisory fees.
Main office
941 Wheatland Ave., Suite 101
Lancaster PA 17603
Advisors at this office
4
Most active in
Arizona · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Joseph W
CFP®, Series 63, Series 65
Lancaster, PA
Sequinox Wealth Management, LLC
Joseph Wirbick is a CFP® with 20 years of industry experience and is currently a financial advisor at Sequinox Wealth Management, LLC. His prior work includes roles at Mulholland Wealth Advisors, LLC, Sequinox Wealth Advisors, LLC, and J.W. Cole Advisors, INC. He is also the owner of a software company. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual clients and charitable organizations. The firm primarily implements client programs through model portfolios and allocation to sub-advisers, serving 757 clients with $160 million in discretionary assets across a four-advisor team.
Teressa B
Series 65
Lancaster, PA
Sequinox Wealth Management, LLC
Teressa Beard is a financial advisor at Sequinox Wealth Management, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at Mulholland Wealth Advisors, LLC and J.W. Cole Advisors, Inc. prior to her current role. Outside of advising, she serves as an Executive Administrative Assistant for Sequinox. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual clients and charitable organizations. The firm primarily uses model portfolios and allocates to third-party sub-advisers, serving 757 clients with $160 million in discretionary assets under management.
Matthew L
CFP®, Series 66
Lancaster, PA
Sequinox Wealth Management, LLC
Matthew Lebo is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He is currently an advisor at Sequinox Wealth Management, LLC, where he has worked since 2018, after prior roles at Mulholland Wealth Advisors, Sageworth Trust Company, Santander Securities, LPL Financial, and VOYA Financial Advisors. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual clients including high net worth individuals and charitable organizations. The firm manages $160 million in discretionary assets and serves 757 clients through a four-advisor team, primarily using model portfolios and third-party sub-advisers.
Donald L
Series 63, Series 65
Lancaster, PA
Sequinox Wealth Management, LLC
Donald Lamison is a financial advisor with Sequinox Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at Highland Financial, Ltd and Trustmont Financial Group, Inc. Lamison is also the head varsity hockey coach for the Westmont Hilltop High School hockey team in Johnstown, PA. Sequinox Wealth Management provides discretionary portfolio management, financial planning, and third-party money manager selection for individual and charitable clients. The firm serves over 750 clients through a four-advisor team and implements client programs primarily via model portfolios and sub-adviser allocations.
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