Do I need a wealth manager?


Like many people, you may not have the confidence or expertise to make difficult investment decisions on your own. At Sequoia Wealth we understand the complexity of investment choices you face, as well as the emotional challenges a disciplined approach requires.

Your accountant is not a wealth manager. Your insurance broker is not a wealth manager. Your financial planner is not a wealth manager. Don’t confuse your estate attorney, stockbroker or financial planner with a wealth manager.

As your wealth advisor, Sequoia Wealth manages all significant aspects of your financial well-being, including the coordination of the important roles that each of the above-reference individuals have in your finances. We excel at balancing these key components of your financial life.

Our goal is to bring value to our client-centered wealth management relationships through disciplined portfolio construction which is adapted to meet your changing needs, cost-effective implementation, tax advantaged planning and investing, and ongoing advisor guidance.

We have the flexibility to coordinate all your finances, ranging from tax planning, estate planning and investments, to working with with your existing team.

Sequoia Wealth places you at the center of your financial plan and helps you stay committed to the best strategy for meeting your goals.

For more information, please Contact Us.

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