How We Help
Personalized financial
guidance for life
Sequoia advisors start by building solid relationships with you. Our commitment to our clients helps us take our services to another level. This, coupled with state of the art tools and decades of experience allows us to make sound financial decisions, and work together to ensure their financial future.
Our Services
Financial Planning
The financial planning process begins with comprehensive and collaborative conversations. Our team learns about you, your family, your financial tendencies, habits, and goals to create a customized and personalized plan.
Investment
Management
Your portfolio should ensure that your long-term needs are balanced with stability for the short-term. We are not market timers. We don’t allocate portfolios according to risk or age. Your financial plan will determine your portfolio.
Estate Planning
Good financial plans and portfolios can stand the test of time, especially when paired with a solid estate plan. Our team will guide you through an estate planning process to help ensure your estate plan is properly created and funded.
Tax Strategy
Maximizing tax efficiency is key to successful plan implementation. Our team has the knowledge and experience to help you navigate the complexities of tax strategy, helping to ensure that every layer of your financial life is well ordered.
