Gardnerville, NV Office

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.