Does Sequoia Wealth replace my current investment advisor?
In a word, yes. We take the lead in providing responsible development of your investment strategy. You will not need to replace your business manager, but you do replace your wealth advisor. And we’ll help you do that.
Ending relationships that no longer serve your best interests can be difficult. From notifying your current advisor, to drafting the necessary paperwork for your approval, Sequoia Wealth will do the work on your behalf.
For more information, please Contact Us.
Know Your Tolerance for Short-Term Risk
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