Your Partner for Financial Security and Growth
Sequoia Advisory Services
Comprehensive Financial Services Aligned With Your Goals
At Sequoia Advisory Services, we help businesses structure their financial planning with strategies designed to support long-term growth. Our services may include:
- Designing tax-aware strategies for business owners and their teams
- Explore potential 401(k) plan efficiencies
- Assisting with the setup of compliant retirement plan structures
- Providing guidance on current tax regulations and considerations
- Supporting clients in building sustainable financial strategies
With over 40 years of combined experience, our team is committed to delivering practical financial guidance with a client-focused approach.
Business Planning Tailored to Your Needs
We offer strategic business planning designed to align with available resources and long-term objectives, including retirement and succession considerations.
Investment Strategy Support
We apply experience across diverse markets to develop strategies aimed at helping clients meet their investment objectives. Every investment strategy is tailored based on each client’s specific goals, risk tolerance, and time horizon.
Our Mission: Financial Growth
At Sequoia Advisory Services, we offer a comprehensive suite of financial solutions tailored to your unique needs.
With over 40 years of combined experience and a client-first philosophy, our team is dedicated to helping you achieve your financial goals and long-term success.
ADVISORY SERVICES
Estate Planning Services
We offer planning support to help clients consider how best to protect their assets and navigate trust and succession decisions in coordination with legal counsel.
Tax Planning Awareness
We provide education and planning assistance focused on tax efficiency, working with clients and their tax professionals to help them understand opportunities to manage tax liabilities in accordance with current law.
Why Work With Sequoia Advisory Services
At Sequoia, we focus on understanding your goals and delivering support that is both responsive and personalized.
What you can expect:
- Retirement Plan Knowledge: Experience in qualified retirement plans and fiduciary oversight
- Tailored Service: Planning recommendations aligned with your business and workforce goals
- Compliance-Focused: Support designed to assist with fiduciary responsibilities
- Participant Engagement: Education and planning tools for employees
- Independent Perspective: Our guidance is not tied to proprietary products or platforms
About Our Team
Founded by Robert Farragher and Brad Weis, and joined by partner Jose Salinas, Sequoia’s leadership team brings decades of combined experience in retirement planning, financial strategy, and regulatory matters.
A Relationship-Focused Approach
We work closely with clients to help them take actionable steps toward their financial goals. If you are seeking a strategic partner to support your business and retirement planning, we welcome the opportunity to connect.
Ready to Get Started?
Contact us today to learn how our team can help you navigate your financial future.