Does Sequoia Wealth replace my current investment advisor?
Tell tale signs I should switch my current investment advisor.
Do I need a wealth manager?
Wealth management for high net worth families.
Welcome to Sequoia Wealth —a privately held wealth management firm serving high net worth individuals and their families.
Named for the Giant Sequoia of California, we identify with the strength and endurance of tradition. Our investment style centers on preservation, conservation and building generational wealth.
At Sequoia Wealth we’ll work to define your goals, assess your tolerance for risk and tailor a strategy to help you unlock the full potential of your wealth. Enjoy your life today for your legacy tomorrow.