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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.

We bring a fresh perspective to tradition.

  • Know Your Tolerance for Short-Term Risk

    For most investors who have a long-term investment objective in mind, accepting some level of short-term risk comes as a

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  • Annual Giving – Should I wait?

    Giving is an act of kindness. Sure it can be part of your well thought out estate plan. Federal estate

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  • Wealth Management for the Nontraditional Family

    During the last decade a major transformation of the American family has been underway. The traditional concept of head of

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