Does Sequoia Wealth replace my current investment advisor?
Tell tale signs I should switch my current investment advisor.
Do I need a wealth manager?
Our investment philosophy is simple. We believe a well thought-out investment strategy that includes discipline and guidance, will have greater long-term success than short-term efforts to outperform the market.
Sequoia Wealth focuses on creating personal wealth strategies and investment portfolios that are customized to your specific goals. To do that, we’ll assess your tolerance for risk, your time horizon and your need for liquidity.
We’ll balance those against possible tax considerations and design a solution so you can reach your financial goals. Each year we’ll revisit your objectives. As your needs change, we’ll be there to manage that change with you.
The key to long-term performance is a wisely constructed asset allocation strategy, coupled with active rebalancing and tax efficient investing. We understand that the benefit and wisdom of not engaging in market timing, over longer time horizons, produces superior returns.