Expand What’s Possible With Your Money.
First Sequoia Financial
First Sequoia Financial, a leading fiduciary independent wealth management firm for forward-thinking families. We are a full-service private wealth investment firm that focuses on risk mitigation, wealth accumulation, and providing clients exceptional service through the ups and downs of economic cycles.
At First Sequoia Financial, we take pride in empowering high net worth individuals, families, and companies with the ability to navigate the complexities of wealth management confidently through guidance and personalized services.
We understand that client goals change throughout the seasons of life, thus our financial strategies evolve as financial situations do. No matter what season of life you are in, our team is focused on reaching client goals while mitigating investment risks.
Unbiased. Independent. Fiduciary.
Focused on You
We win when you win
Our firm was crafted with the vision of comprehensive solutions that empower individuals and families to navigate the complexities of wealth management confidently. With tailored services and expert guidance, our team assists clients in reaching their goals through bespoke strategies.
With a team of expert advisors and a standard of trust and transparency, First Sequoia Financial executes what’s best for each client to reach their financial goals and maximize tax-saving opportunities.
In addition, we serve as gatekeepers to advise and shield clients against highly speculative investments, predatory scams, and asset-draining influences while providing world-class investment strategies with unique access to public and private markets, real estate, and venture capital opportunities.
For Families Who Think Generationally
A multi family office set up to support your needs.
Our team specializes in the development of legacy wealth, and our wealth management services partnered with our preferred family office partners cover diverse financial needs and situations.
From public market asset management, private market opportunity access - including venture capital and real estate, to retirement accounts, business transactions, tax strategy, and charitable giving, we are able to offer expansive and bespoke options to managing wealth.
Our team of professionals and family office partner companies combine deep market knowledge with meticulous attention to detail to create personalized investment portfolios, optimize potential returns, and mitigate risks, all while nurturing the preservation of wealth.
Who we Serve
Individuals & Families
We help individuals and families build financial confidence through tailored strategies for saving, investing, and protecting wealth across every stage of life and legacy planning needs.
Tech Professionals and Founders
We specialize in guiding tech professionals and founders through equity compensation, IPO planning, and wealth strategies that turn innovation and opportunity into lasting financial success.
Business Owners
We partner with business owners to align personal and business finances, optimize tax strategies, design succession plans, and create long-term wealth while managing risk and growth.
Health Care Professionals
Our one-on-one consultations provide expert financial guidance tailored to your needs. From retirement planning to market entry, we’re here to help you navigate every step with confidence.
Retirement Plans
We design and manage retirement plans that support businesses in attracting and retaining talent, while helping employees achieve financial security and confidence in their future goals.
First Responders & Government Employees
We support first responders and government employees with strategies for pensions, retirement, and benefits planning to provide financial clarity, security, and lifelong peace of mind.
Philosophy
Our Core Values
Our philosophy revolves around understanding your individual financial needs and aspirations. We believe in transparency, trust, and excellence in every investment strategy we create, ensuring that your financial future is in safe hands.
At First Sequoia Financial, we are committed to providing you with sound financial advice and strategies that align with your goals. Our focus is on building a long-lasting partnership based on integrity and reliability.
Services
Financial Planning
We deliver comprehensive financial planning tailored to your life goals, integrating cash flow, retirement, tax, and estate strategies to provide clarity, confidence, and long-term success.
Risk Management
We design risk management strategies that safeguard wealth and family security through insurance, asset protection, and contingency planning, ensuring resilience against life’s uncertainties.
Porfolio Management
We craft personalized investment portfolios that align with your financial goals and risk tolerance. Our brokers focus on long-term growth, diversification, and smart asset allocation.
Investment Research
Gain an edge with in-depth market research and data-driven insights. Our team delivers real-time analysis to help you make informed, strategic investment decisions.
Contact
Get in Touch
Reach out to us for expert financial advice and personalized investment strategies. Let's start your journey towards financial success together.