Privacy

The Sequoia Wealth website (the “Site”) does not collect any personally identifying information about you except when specifically and knowingly provided by you.

However, you agree that Sequoia Wealth may disclose any such information to third parties if Sequoia Wealth believes in good faith that such release is reasonably necessary to ensure adherence to or enforce the Terms and Conditions (see “legal” section), satisfy any laws or regulations, respond to any allegation of illegal conduct or claimed violation of third party rights, or protect itself or others. Otherwise, such information will not be transferred to any other party unless otherwise stated at the time of collection.

Sequoia Wealth may use IP addresses (which are not linked to personally identifiable information) to analyze trends, administer the Sequoia Wealth website, track individual user’s movements and gather broad demographic information for aggregate use.

You authorize Sequoia Wealth to collect and retain all relevant information relating to your use of the Site. You further authorize any third party to provide Sequoia Wealth with such information. You agree that Sequoia Wealth bears no responsibility for any actions or policies of third-party content providers, third-party service providers or other parties.

For more information, please Contact Us.

  • 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

    Read 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 estate

    Read 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 of

    Read More »