Dan Sexton
Empowering Your Financial Journey with Expertise, Integrity, and Care.
Dan Sexton at U.S. Capital Wealth in Andover specializes in asset management, retirement planning, estate planning and investment management. Dan spent 21 years at Fidelity Investments, with his last position being a Vice President/Wealth Manager in their Private Wealth division in Boston. Prior to joining Fidelity, he worked at Raytheon Technologies for 13 years in Program Coordinator in the Patriot Field Return program. Dan holds a Bachelor of Science in Business.
Our Solutions
Holistic Wealth Planning and Advisory
Your Content Goes HereTailored wealth strategies, expertly crafted to preserve and grow your legacy
Financial and Retirement Planning
Your Content Goes HereComprehensive planning solutions aligned with your priorities
Investment Management
Your Content Goes HerePrecision-driven investment management, personalized to align your portfolio with your purpose, goals and objectives.
Advanced Estate and Tax Planning Strategies
Your Content Goes HereElevated estate and tax planning strategies that honor your intentions and secure your legacy.
Strategic Business Growth, Valuation, and Exit Planning for Business Owners
Your Content Goes HereStrategic guidance for business owners to accelerate growth, unlock value, and navigate successful exits with confidence.
Alternative Investments and Private Investment Opportunities
Your Content Goes HereExclusive access to alternative and private investment opportunities tailored for sophisticated clients seeking enhanced diversification and long-term growth.
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