I was referred to Sevenwood by Julie and Raphael C. I retired in 2009 and discussed moving an investment that was in the market because I no longer wanted to subject my assets to loss. Fast forward, and with Sevenwood’s recommendation, that investment is yielding strong returns while remaining accessible. As far as interaction with Sevenwood, their advice has been invaluable. Their enthusiasm, communication skills and professional demeanor is unparalleled and they have my highest recommendation.