Latest Updates

It’s official, the SECURE Act has passed and could bring massive changes to your retirement plan.

The ‘Setting Every Community Up for Retirement Enhancement’ Act is one of the most significant pieces of retirement legislation in the past decade. You'll notice big changes if you have a qualified plan or an IRA. Sequoia created a dedicated website to help you navigate the changes...

Latest Updates

Sequoia receives Charles Schwab Best-In-Business IMPACT Award™ and is named one of Barron’s Top 50 RIA firms for 2019

We are proud to stand among the giants. It’s a great honor for Sequoia to be awarded the Best-In-Business IMPACT Award by Charles Schwab and be named as one of the Top 50 Registered Investment Advisor (RIA) firms in the nation by Barron’s. Thank you to our clients and team for helping...

Forbes.com = Making The Decision To Work Or Retire: Defined Benefit Plans

The COVID-19 crisis has complicated the employment situation for many Americans. Many companies are trimming their workforce, and some will offer early retirement packages or normal retirement to...

Sequoia Viewpoint 2020

At Sequoia Financial Group, we are constantly raising the bar for our employee performance, technological advancements and for our clients. We are building a sustainable firm, one that lasts longer...