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.
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 »