Sequoia Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$238,141,213
Clients
89
Advisors
2
across 2 offices
About
Sequoia Wealth Management Group provides investment management, financial planning, and consulting to individuals, small/closely held businesses, estates and charitable organizations. Its services include ongoing discretionary portfolio management, standalone financial planning and consulting, and optional trustee or bill-pay services when requested.
The firm begins client relationships with a Discovery Meeting and prepares an Investment Policy Statement to align portfolios with each client’s goals, risk tolerance and values; accounts are managed to model portfolios and are reviewed and rebalanced as needed. Sequoia’s investment approach emphasizes long-term horizons (using rolling ten‑year evaluation periods), holding through market downturns, limiting tactical moves, and maintaining cash positions to meet planned and unplanned liquidity needs.
Sequoia is notable for its asset scale relative to its size — it reports over $238 million in discretionary assets under management with a single primary advisor, a high AUM-per-advisor profile compared with peers. The firm also offers bundled advisory/coaching programs (including versions that include discretionary management), outsources trading activities to a third‑party trading provider, and generally leaves proxy voting to clients rather than voting securities on their behalf.
Client services
Expertise
Fee options
Summit Program: $3,536 per year; Summit Program Plus: $3,536 per year plus 0.90% of assets managed
$450,000 - $2,000,000: 1.60% $2,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.25% $10,000,001+: 1.00%
Account minimum: $500,000 Minimum fee: $1,750 per quarter minimum fee for Investment Management services
Main office
See officeGardnerville NV
Advisors at this office
1
Offices (2)
Most active in
California · Nevada · New Hampshire · Pennsylvania · Texas
Also doing business as
Sequoia Wealth Management Group · Sequoia Wealth Management Group LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Cole S
Series 65
Gardnerville, NV
Sequoia Wealth Management Group
Cole Schafer is an advisor at Sequoia Wealth Management Group in Gardnerville, NV, holding a Series 65 credential. He has zero years of industry experience and prior work history includes roles at Caterpillar, Vermeer, Iowa State University, Precision Planting, and Petersen Land Management. Sequoia Wealth Management Group provides investment management, financial planning, and consulting services to individuals, small businesses, estates, and charitable organizations. The firm emphasizes long-term investment horizons with disciplined portfolio management aligned to clients’ goals and risk tolerance.
Matthew S
Series 63, Series 65
Gardnerville, NV
Sequoia Wealth Management Group
Matthew Schafer is a financial advisor at Sequoia Wealth Management Group with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services and Raymond James Financial Services Advisors. In addition to his advisory role, he works part-time as a heavy equipment operator for Petersen Land Management. Sequoia Wealth Management Group provides investment management, financial planning, and consulting services to individuals, small businesses, estates, and charitable organizations. The firm emphasizes long-term investment horizons, customized portfolio management aligned with client goals, and maintains over $238 million in discretionary assets under management.
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