Wealth Planning Services
At Sequoia Wealth Management, we do much more than simply manage your investments. We provide customized guidance and advice across all of the factors that contribute to your financial foundation.
Our experienced advisors:
Specialize in developing customized, tax-efficient solutions for accomplished individuals, families and businesses.
Develop tailored strategies that seek to help you protect and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations.
Coordinate your financial strategies with your other trusted advisors, including tax and legal professionals to address the recommendations you receive are aligned with your goals and serve your best interests.
We offer these and other wealth management services to address your specific needs:
RETIREMENT INCOME PLANNING
RISK MANAGEMENT & INSURANCE PLANNING
ESTATE & LEGACY PLANNING
EXECUTIVE COMPENSATION PLANNING
BUSINESS RETIREMENT PLANS