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
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 a registered investment advisory firm offering fee-based asset management services to accomplished individuals, families and business owners throughout the United States. Learn More
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Your credit score may influence how much you pay for auto and home insurance.
Healthy habits are one of the greatest gifts to give your child.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
This calculator helps estimate your federal estate tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Preparing for the unexpected can make all the difference if your family relies on your income.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.
Agent Jane Bond is on the case, cracking the code on bonds.