Does Sequoia Wealth replace my current investment advisor?
Tell tale signs I should switch my current investment advisor.
Do I need a wealth manager?
Financial advice may be as simple as providing guidance on your portfolio, or it can be a larger, more comprehensive strategy to help you reach your long-term goals.
We’ll look at your complete financial picture, including retirement planning, tax and estate planning, risk management, as well as your current investment portfolio. It’s a holistic approach that will help guide you as you think about the future.
After all, a financial plan should be more than a set of numbers and colorful charts. Your future and the lifestyle you wish to lead is the culmination of years of hard work. At Sequoia Wealth, we don’t take that lightly.