Sequoia Wealth Advisors & Investment Management, Inc.

At Sequoia Wealth Advisors, we feel that our clients’ financial goals are of paramount importance. We take a personal interest in helping you choose the right strategies for your specific needs. From our financial planning menu, you choose the level of engagement that will help you to address your goals.


Our extensive menu of services is designed to give you the ability to choose the services you want when you want them, and provide you with clarity and confidence in your financial future.

Unlike many firms, Sequoia Wealth Advisors does not have sales quotas or proprietary financial products for sale. We are independent and, as such, are able to offer you objective investment advice and recommendations, as well as financial planning.

Please also note our location at:
23 Seascape Village
Aptos, CA 95003