Craig Ferree established Sequoia Wealth Management as an independent, client-focused practice based in Palm Springs, California.
With a successful career spanning 32 years, Craig returned to private wealth management as an Investment Adviser Representative (“IAR”), having completed the Uniform Investment Adviser Law Exam in June of 2013.
His company, Sequoia Wealth Management, is a state-registered Investment Advisory firm, providing investment advisory services in the State of California.
Since 1982, Craig has applied his knowledge and experience to effective wealth management and asset protection strategies.
His work history includes the venerable brokerage house Moseley, Hallgarten, Estabrook & Weeden, Inc. of Philadelphia, Pennsylvania and later, Mellon Bank, N.A.. After serving for several years in Trust & Estate Administration, Craig joined Mellon Bank’s Private Wealth Management division, where he developed his specialization in portfolio risk management.
Craig’s practical experience extends into his commercial success as a real estate developer on Miami Beach, Florida, as well as entrepreneurial startup activities within the Health & Wellness industry. Unlike most wealth advisers, he personally knows and understands the challenges faced by the small business owner.
Craig can be reached directly through his office at 760-282-8015 or by email at email@example.com.
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 aRead More »
Annual Giving – Should I wait?
Giving is an act of kindness. Sure it can be part of your well thought out estate plan. Federal estateRead More »
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 ofRead More »