Private Client Services

Providing ongoing personal support to help you remain on pace.

Whether you're just starting out, passing down your business, retiring in search of new adventures, or considerable wealth looking for an advocate – our private client services team works to provide unparalleled client service every step of the way. We are an integrated, collaborative firm that uses personal contact and the latest in technology to provide a seamless and truly enjoyable experience for our clients.

Institutional Services

Delivering fiduciary simplicity for your corporate investing and retirement plans.

Our institutional services team provides plan sponsors with a comprehensive process while leveraging our independence and experience to deliver fiduciary simplicity and participant solutions both today and in the future for your corporate investing and retirement plans.

As your business and the marketplace evolves, Sequoia will continuously bring enhanced solutions to your plan.

 

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Our Clients

Business Owners

We are instinctive about balancing your capital needs with your individual wealth. Financial independence, business succession, and security for future generations are paramount as well.

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Retirees

Retirees want a time-tested and proven asset allocation strategy, access to non-proprietary products, and assurance that you can trust your advisor to help keep your portfolio on track.

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Young Professionals

Experience has taught us that young professionals often need proactive and strategic advisors.

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Families

Every family has distinctive objectives, business challenges and family dynamics. You can expect solutions as unique as the families we represent.

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