Our Firm

Sequoia is here to serve anyone who is interested in organizing their financial life.

For you, that could mean preparing for retirement, planning for a college education, or moving to a new home.

At Sequoia, our clients receive proper investment education and advice to help meet their goals.

With life expectancy reaching into our 90s, we all envision the future in our own way.

Our job is to help you understand where you are now, and how to get to where you want to be.