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
Broad Market Access
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
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Around the country, attitudes about retirement are shifting.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Apps that help small business owners better manage and grow their business.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
How long does a $20 bill last?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
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.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Make your retirement as exciting as your next vacation.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
In life it often happens that the answers to our most pressing questions are right in our own backyards.