Tell tale signs I should switch my current investment advisor.


Communication. If your investment advisor does not reach out to you on a regular basis, do they really understand your life situation? At Sequoia Wealth we are proactive. Our professional objective is to meet your long-term investment objectives. Our focus, however, is on you as a person.

Comfort Level. Developing a relationship takes time. The same is true for building trust. We believe our long-term client relationships should feel comfortable and strong. Intuition can be powerful guide. One simple question you might ask yourself: Does my current advisor resonate with me?

Performance. Investment objectives vary widely and no two people are alike. What may have worked for you in the past may not be working now. If your needs and circumstances have changed, does your old advisor still seem right for you?

For more information, please Contact Us.

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