Our Board

Sequoia Wealth Management relies on its advisory board to offer expertise and provide guidance in the areas of Investment Management, Trusts & Estates, Estate Planning, Accounting and Taxation.

Respected professionals in each of their fields, our board members ensure that the core values of Sequoia Wealth are preserved and maintained.

photo1(1)Joseph Craig Ferree, Jr.

photo22Joseph A. Roman, Esq.

photo3(1)Christopher Pyle, C.P.A.

  • 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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