Our advisors bring more than 100 years of collective industry knowledge and experience gained across multiple financial disciplines to help you with strategies that seek to protect, manage and grow a lifetime of assetsLearn More
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As an independent firm, we offer unencumbered access to professional institutional investment managers, product platforms and risk management solutions required to manage your most complex challenges and pursue the financial outcomes you desire.Learn More
Our clients depend on us to provide thoughtful financial insights, honest communication, long-term planning and personal service—the elements we consider essential for building lasting and meaningful relationships.Learn More
Sequoia Wealth Management is an independent registered investment advisory firm offering fee-based asset management services to accomplished individuals, families and business owners throughout the United States. Learn More
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Here are 5 reason why you may consider working through retirement.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Here's a breakdown of how the federal government spends your tax money.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Taking your Social Security benefits at the right time may help maximize your benefit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here’s a crash course on saving for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you have causes that you want to support with donations? Here are three tips.
A special needs trust helps care for a special needs child when you’re gone.