Why Clients Choose Us


Sequoia Wealth + Risk Management is an independent, client-centered wealth advisory firm that delivers meaningful guidance and a unique client experience to individuals, families, and businesses both locally and around the country.

Our mission and passion is to be an essential part of our clients’ lives by helping them navigate the confusing and overwhelming world of wealth and risk management, freeing you to focus on your, business, vocation, and purpose. Our mission is defined by three core principles: