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COVID-19 Response

Sequoia Wealth Advisors & Investment Management Inc. is committed to supporting the community through these difficult times.
We are here to offer you guidance and insights regardless of what the upcoming days, weeks, or even months might bring.

Visit our COVID-19 resources page often for information or contact us for help.

Welcome

What Would You Like to Improve, Develop or Change About Your Current Financial Plan?

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Our Process

We create strategies that are tailored to your needs and goals.

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About Our Firm

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Resources

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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IT MAY BE TIME FOR A FINANCIAL CHECKUP

It’s never a bad time to speak with your financial advisor about changes in your situation.

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