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
It Was the Best of Times, It Was the Worst of Times
Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
5 Benefits of Working in Retirement
Here are 5 reasons why you may consider working through retirement.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
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Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Annuity Comparison
Compare annuity options to see how each one could affect your long-term income outlook.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Risk Tolerance: What’s Your Style?
Learn about what risk tolerance really means in this helpful and insightful video.