About Us

Sequoia Capital Management is a full service wealth managenent, retirement and insurance planning firm. We specialize in the following planning areas:

  •  Wealth Management
  • Retirement Alternatives
  • Personal and Business Insurance Solutions
  • Corporate Retirement Plans
  • Group Benefits
  • Long Term Care
  • Business Succession Strategies
  • Estate Planning

As an independent firm, our emphasis is on the needs of our clients, offering our clients access to a wide range of the top companies in the marketplace. This philosophy of independence, seats us at the same side of the table with you, our partners.