Sequoia Wealth Advisors and Invesment Management, Inc.
Business details
- Category
- Financial Services · Financial planner
- Address
- 99 S Almaden Blvd #925, San Jose, CA 95113
- Phone
- (408) 645-2500
- Website
- sequoiawa.com
- County
- Santa Clara County
Hours
- Monday: 8 AM–4:30 PM
- Tuesday: 8 AM–4:30 PM
- Wednesday: 8 AM–4:30 PM
- Thursday: 8 AM–4:30 PM
- Friday: 8 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
About
At Sequoia Wealth Advisors and Invesment Management, Inc., we help individuals and families in San Jose and across Santa Clara County plan with confidence for the years ahead. We are a financial planning and investment management firm, offering personalized guidance on building, growing and protecting your wealth.
Our clients often tell us they value our competence and compassion, and we work hard to earn that trust with every conversation. We take the time to understand your goals, your circumstances and your concerns, so that each plan is built around your life rather than a generic template.
Many of our relationships have grown over the years, and we are grateful for the families who continue to recommend us to friends and neighbors.
To learn more about how we can support your financial future, visit our website or give us a call to schedule an introductory conversation.
Our clients often tell us they value our competence and compassion, and we work hard to earn that trust with every conversation. We take the time to understand your goals, your circumstances and your concerns, so that each plan is built around your life rather than a generic template.
Many of our relationships have grown over the years, and we are grateful for the families who continue to recommend us to friends and neighbors.
To learn more about how we can support your financial future, visit our website or give us a call to schedule an introductory conversation.