Experienced Guidance
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 assets
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Broad Market Access
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.
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Exceptional Service
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 MoreSequoia Wealth Management is a registered investment advisory firm offering fee-based asset management services to accomplished individuals, families and business owners throughout the United States. Learn More
Helpful Content
Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
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Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.