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Welcome to Sequoia Private Wealth Management!

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Wealth Management

Wealth Management

Tending to every detail, aspiring to your greatest life goals.

Evidence-Based Investing

Evidence-Based Investing

Investing governed by reason, centered on you.

Retirement-Ready Planning

Retirement-Ready Planning

Building retirement-ready wealth, from now on.

Ready to get started? Connect with us!

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