Guided Advocate. Strategic Partner. Trusted Advisor.
Sequoia Wealth Management is a fee-only financial planning firm based in Austin, TX dedicated to creating better financial lives for busy individuals and families. Sequoia leverages technology to provide clients with efficient, prompt, and high-quality service regardless of their geographic location.
WHat we do
Take stress and confusion out of your finances to navigate financial events you plan for and prepare for those you pray never happen.
Who we serve
Successful and ambitious individuals and families who are ready to take action and create a financial plan.
WHAT’S THE RESULT?
Successful and ambitious individuals and families who are ready to take action and create a financial plan.
How we are diffeernt
Fee Only
Our compensation is structured in a way that reduces conflict and enhances transparency – we don’t earn commissions of any kind on product sales.
Fiduciary
This is a commitment to give you objective advice. Simply put, we act in your best interest at all times.
Transparent & Personalized
We prioritize interactions, solutions, and results over transactions, individual products, and complicated benchmarks. Let's work on this together. Your plan should change as you do.
$0 Minimum
Everyone deserves financial advice regardless of asset size. We’ll build an investment portfolio to fit your needs.
Advice Driven
We work hard to comprehend who you want to be and create a strategy that will help you get there. This is about YOUR outlook on life.
Independent
Our firm was created to offer services to clients who would otherwise be placed in a cookie cutter product that does not meet their needs.