About Us

Sequoia Capital Management is a full-service wealth management, retirement and insurance planning firm. We focus on the following planning areas:

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

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.