Our Mission
Sequoia’s mission is to bring Intelligence, Integrity, and truly Individualized value-added investment management and advice to affluent investors.
Our Process
Phase I: Discovery
We start by understanding your unique needs and goals during our initial meeting, gathering information to prioritize your objectives.
Phase II: Vision
By aligning your goals with gathered information, we craft a vision of your ideal financial future.
Phase III: Strategy
We create a tailored, long-term investment strategy and comprehensive plan to achieve your unique goals.
Phase IV: Implementation
We focus on efficiently implementing your investment strategy through clear communication and expert support.
Our Firm
Sequoia Advisory Services was founded by Robert Farragher and Brad Weis and expanded with the addition of Jose Salinas. Together, our leadership team brings decades of experience in financial planning, retirement solutions, and business consulting.
