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
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Understanding ETFs: Building Blocks of Modern Investing
Educational ETF infographic explaining benefits, types & mechanics. Features current statistics and citations.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
What to Look for in an Extended-Care Policy
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Capital Gains Tax When Selling Your Home
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
College Savings
See how much you may need to save now to cover future college costs for your child.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Saving for College 101
Here's a crash course on saving for college.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?