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Sequoia Philosophy

Our mission is to help as many people as possible 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 value with our clients, by offering independent advice and thoughtful insight to assist you in working towards building and protecting your assets.

At Sequoia, we strive to assimilate our core values in all that we do, and believe that our core values help us 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.

<strong>Our Vision</strong>

Our Vision

To guide clients towards achieving or maintaining a work- optional lifestyle, and a funded- contentment mindset that is in alignment with their values, aspirations and life’s purpose.

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<strong>Our Core Values</strong>

Our Core Values

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