Who we Serve
Individual & Families
We offer highly personalized, client centered wealth management services to meet the complex needs of individuals and their families. At Sequoia Wealth we can address your needs for:
Successful retirement planning
Diversifying investable assets
Managing portfolio risk
Transferring wealth & multigenerational strategies
Setting philanthropic goals
We can thoughtfully implement a wealth management program to satisfy the unique requirements of your family office. Our concierge approach can range from the formation, development and administration of a family office, to optimizing investment strategies reflective of the challenges your family office may face.
We understand and respect your role in delivering a seamless suite of services to your clients. As a wealth management professional, we encourage strong working partnerships with your clients’ attorneys, accountants and other trusted advisors. Our availability extends beyond work hours and into weekends, for the convenience of business managers and those they represent.
Endowments & Foundations
At Sequoia Wealth we will constantly adhere to your strategic intent. As a fiduciary, we understand the special requirements and concerns of board members, supporting staff, independent auditors and other professional contacts. Working in partnership with organizations, we provide the expertise and guidance in developing investment plans to meet your global objectives.
For more information, please Contact Us.
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