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COVID-19 Response

Sequoia Wealth Advisors & Investment Management Inc. is committed to supporting our clients and communities through these challenging times.
We are here to offer you advice, guidance and insights as we navigate the rapidly changing environment.

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

Join us for our next webinar: Economic Updates: Patience and Optimism

Sequoia Wealth Advisors will be hosting an informative webinar on the economy, 
Wednesday June 3rd at 1pm.

Click Here to Register!
<strong>Welcome</strong>

Welcome

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

We have a process that helps simplify and optimize the development of your success.

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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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