Sextant Wealth Management is a financial services practice serving busy professionals and their families, with an office in Lafayette, California. Its approach centers on one-on-one guidance and strategies shaped around each client’s risk tolerance, time horizon, and goals. The firm describes its process as collaborative and transparent, aiming to help clients understand their financial position and make informed decisions.

Sextant offers support across key areas of financial life, including retirement planning, investment portfolios, estate strategies, insurance, taxes, money management, and lifestyle planning. Its services are intended to help clients prepare for life transitions, build toward retirement, address complex tax concerns, and plan for their families’ future. The practice also provides financial resources, tools, market commentary, and educational materials.

Campbell Judge and Kathleen Charles are registered representatives with LPL Financial, through which securities and advisory services are offered. Sextant emphasizes personalized guidance and community involvement, helping clients coordinate financial decisions around the goals and priorities that matter most to them.