Our objective is to make a significant difference in our client’s lives by helping them attain financial strength, independence and confidence through an innovative financial planning approach that takes our client’s entire life into account. This process includes not only building the financial and investment plan itself, but also regular follow up and review to be sure we are on track to pursue your goals. Our first priority is learning about you, your values, your goals, and what defines success, meaning and confidence for you and your family.
Sequoia Wealth Advisors was founded in 2007 with the purpose of finding a better way to provide financial advice and investment services. We began with just three advisors who shared the vision but have since grown to include twelve financial advisors and seven assistants all dedicated to providing you with personalized service. As we have expanded, so have the services we offer and we continue to strive to find better ways to serve our clients, their families, and our communities.
At Sequoia Wealth Advisors, long-term relationships that encourage open and authentic communication have been the cornerstone of our client’s success. In the spirit of communication we provide on-going education and economic updates for our clients and team. Our goal is to make a difference in people’s lives by helping them restore balance and reduce stress, whether that is financial stress or every day stress. The highest purpose of our work is to inspire and empower others to become SEMP-(Spiritually, emotionally, mentally, and physically) balanced.
In the traditional financial services model, a conflict of interest often exists for the individual or company who are offering financial advice because they benefit from selling you a proprietary product rather than advice. Our menu of services, offered by our independent professionals, allows the client to choose the exact services or advice they want and compensate us accordingly. Our focus is helping you to clearly define your goals and a clear path to achieve them though a personalized financial and/or investment plan. Because we are an independent firm we can take pride in the fact that we can offer objective assistance to all of our clients, so we truly have your best interest at heart. Our highest intention is to help everyone we serve to create the life they aspire to live!