Asset Management

Sequoia’s unique structure enables the team to select from a wide range of investment solutions to determine which are appropriate for you and your asset allocation strategy.

Wealth Planning

Sequoia’s Wealth Planning team provides you with strength and experience by developing a uniquely strategic plan to assist you in reaching your financial goals.

Family Wealth

Sequoia’s Family Wealth team understands the inherent complexity of considerable wealth. We provide ultra high-net worth individuals, trustees and family groups customized solutions in wealth management, planning, and comprehensive reporting.


Sequoia’s Insurance team represents you, not our own interests or those of the Life Insurance companies in the industry, which is an important and fundamental distinction in our services.

Institutional Services

Sequoia’s Corporate Plans team is purposefully built to provide specific solutions for both plan fiduciaries and participants. The Prudent Expert System™was created to ensure a truly comprehensive process.