What we do

Sequoia Wealth provides Financial Planning, Wealth Management and Retirement Income Planning services.

We cover individuals, complex family accounts, non-profit organizations and portfolio management for charitable foundations.

Read more about our services and how we can help you simplify, diversify and enjoy.

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

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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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