What We Stand For
At Sequoia Wealth Management, we serve as your financial steward, an experienced advocate and guide leading you and your family through life’s many transitions with competence, expertise and genuine concern for your well-being. We count ourselves fortunate to work with individuals, families and business owners who share our values and appreciate our experience, unbiased advice and personalized service.
National resources, local delivery
We provide the intellectual capital and resources required to offer a truly personalized approach to helping you pursue your objectives across the full range of wealth management services.
We offer unencumbered access to the financial industry’s top institutional investment managers, product platforms, insurance solutions and other services required to resolve complex challenges and pursue the financial outcomes you desire.
We can quickly engage trusted professionals across our broad strategic partner network—including accounting, legal, real estate and insurance professionals*—to support all facets of your wealth management needs or partner with professionals that you have come to know and trust.
We consistently track the financial markets, and anticipate challenges and opportunities as we assist you with your financial, investment and risk management needs.
*Accounting, legal and real estate services are not offered by Sequoia Wealth Management or LPL Financial.
Exceptional, personalized service
We are available when you need us to answers your questions, discuss your portfolio performance or the changes taking place in your life, and we proactively reach out to you whenever opportunities present themselves to try to grow and preserve your wealth. We believe that integrity, honesty, compassion and a healthy dose of humor are among the many elements that lead to long-term, trusted relationships. We strive to make your experience working with us consistently enjoyable and rewarding.
Find out why the many families we call neighbors and friends trust Sequoia Wealth Management to lead them along the path to pursuing financial well-being on their terms. Contact Us today for a no-obligation consultation.