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 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 »