There’s enormous strength in the finer details.
Our Roots William Hubble, CFP® founded Sequoia Private Wealth Management as a forward-thinking, fee-only Registered Investment Advisor firm, replacing the usual Wall Street hype with high-touch wealth management, retirement-ready planning, and evidence-based investing. We help families aspire toward their greatest financial goals.
Why Sequoia Private Wealth? There are two reasons the Sequoia leaf represents our vision for client care. The frond reflects our focus on each unique relationship we form: each individual, each family, each loyalty. The tree itself reminds us of the enormous strength and enduring truths that come from tending to the finer details along the way.
Our Pledge to You We position you, our client, at the center of our professional interest, unifying the granular and grand pieces of your total wealth: investment, retirement, tax, estate, charitable, insurance and related planning. An independent Texan firm, we proudly leverage the nationwide power of The BAM Alliance, to combine attentive client care with strong, broad-based services and deep intellectual capital.
The BAM Alliance
Sequoia Private Wealth is a proud member of The BAM ALLIANCE, a community of more than 140 independent wealth management firms across the country who are united in helping more than 17,000 investors nationwide take control of their financial futures and achieve their life’s most important goals. The BAM ALLIANCE community represents more than $26 billion of collective assets under management or administration (as of March 31, 2015). > VIEW PAGE
Dimensional Fund Advisors
Since 1981, Dimensional has been advancing academic collaboration and disciplined fund management strategy to replace Wall Street’s usual attempts to chase rather than participate in capital market returns. Its global family of funds helps us put evidence-based investing to work for our clients. We also apply other, similarly managed solutions as warranted – whatever advances our clients’ highest interests. > VIEW PAGE
Independent Custodians: Fidelity and Schwab
We turn to independent custodians Fidelity Investments and Charles Schwab to ensure that our clients’ managed accounts are held safely and securely. As a Sequoia client, you typically grant us Limited Power of Attorney, so we can provide portfolio performance reports and submit trade requests on your behalf. But your accounts are held strictly in your name, with account statements sent directly to you.
Meet Bill Hubble, CFP®
Bill’s passion as our founder and president is grounded in 20+ years of experience in the financial industry and based on his vision to create an environment where all that we do is wrapped around our clients’ highest financial interests.
Bill launched his career in 1994 as a registered representative for Smith Barney, Inc. followed by 18 years with Fidelity Investments. As a Senior Portfolio Specialist at Fidelity, he partnered with individuals and families to help them accumulate personal wealth, prepare and manage their retirement assets, and realize their charitable intent and legacy goals.
Bill is a CERTIFIED FINANCIAL PLANNER™ practitioner with a bachelor’s degree in corporate finance from the University of North Texas. Away from the office, he enjoys spending time with his wife, son and daughter, as well as assisting with the business end of his wife’s professional photography service. > CLOSE BIO
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.