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Our Core Values

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Serving our clients, their families and communities. We believe values matter, and we live by ours every day.

Our mission is to help the individuals, organizations and communities we serve to develop, create and customize financial plans based on their core values and who they aspire to be, with the goal of providing security and confidence in the financial future of themselves and their families.

Personalized service defines our client relationships because we not only care about your financial goals, but also about who you are and what is most important to you. Trust and transparency are the cornerstones of the lasting connection we build with you, by offering independent advice and thoughtful insight to assist you in working toward building and protecting your assets.

At Sequoia, we strive to integrate our core values in all that we do, and believe that our core values help us to better assist our clients, team and community. Sequoia was founded with these values in mind, and since we are an independent firm, we do not have sales quotas or proprietary financial products for sale. Therefore we can put our clients and their wellbeing, needs, and values first.


  • Professionalism and authenticity
  • A culture of inclusivity and mutual respect
  • To listen and provide clear and objective solutions
  • To explain, educate and provide options to all we serve
  • A deep and genuine care for our clients, team, and community
  • To provide a nurturing environment that fosters growth, opportunity and fulfillment

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