Wealth Management

Three Steps to Deliberate Wealth

At its highest level, personal wealth management is relatively straight-forward: Determine what is truly important to you and your family: opportunities and challenges, personal and professional concerns, people and community. Build your wealth accordingly, connecting who you are with what you’ve got. Oversee your team of advisers to ensure coordinated commitment to your concerns.


Four Components to Well-Managed Wealth

Achieving and sustaining this level of effective wealth management involves informed integration of four practical elements: enhancing wealth with sound, evidence-based investing; protecting wealth against the uncertainties that could knock you significantly off-course; transferring wealth as part of your legacy goals; and donating wealth according to your charitable intents.


One Source for Your Private Wealth Management

Combining preparation, process and practice, Sequoia Private Wealth brings the focus you need to move past the complexities into a place where good decisions, effective organization and targeted outcomes become your way of life – upfront and throughout your retirement-ready years.

Evidence-Based Investing

Why Does Evidence-Based Investing Matter?

Evidence-based investing is about confident investing – advancing toward the goals you’ve defined with energy to spare for the things you really want to be doing. It’s about informed action in place of hurried reaction, participating in market returns instead of chasing them, and shifting your mindset from getting rich to living a rich life.


What Is Evidence-Based Investing?

Evidence-based investing is grounded in planning, building and managing your portfolio according to more than 60 years of robust academic inquiry into how global markets are expected to deliver available returns to patient investors. Heeding the evidence, we focus on the factors that are expected to contribute the most toward achieving your personal financial goals:

  • Asset allocation – To best manage most of the ongoing variation in expected returns
  • Global diversification – To reduce the risks of concentrating too many eggs in too few baskets
  • Cost and behavior management – Because most investors do the most damage by incurring unnecessary expenses and reacting to misleading emotional cues.


How Do We Apply the Evidence?

To convert academic insights into sound portfolio management, we turn to a handful of select fund families who are committed to these same principles. We construct the core of most client portfolios using low-cost, asset-class funds from Dimensional Fund Advisors, Bridgeway Capital Management and AQR Funds. When appropriate for fixed income investors, we can turn to a distinct solution for building individual bond portfolios, customized to deliver income and/or portfolio stability according to your unique goals.

Retirement-Ready Planning

What Is Retirement-Ready Planning?

At its core, retirement-ready planning means successfully managing today’s wants and needs while preparing for tomorrow’s aspirations. Whether you are planning for or already in retirement, our focus on deeply personalized client relationships, big-picture financial planning and evidence-based investment strategy lends itself particularly well to helping you achieve or sustain your retirement-ready balance.

Integral to our wealth management care, we’ll help you:

  • Define your ideal retirement: The numbers as well as the dreams
  • Practically prepare you and your family: According to your own terms and desired timelines
  • Manage the logistics involved: During your earning years and as you spend down your wealth, keeping you on course throughout ever-changing market conditions


Let’s get started!

Knowing the numbers can set you free. Wherever you are in your accumulating, investing and/or spending years, let’s recharge your retirement planning today.