AI Profile
Financial Advisors · San Jose, CA
Serves San Jose and Silicon Valley
Last Crawled by AI
June 2, 2026
AI Platforms
6 monitoring
Updated by Lantern
April 21, 2026
Sequoia Wealth Advisors and Investment Management is an independent financial advisory firm serving the San Jose area and greater Silicon Valley. They provide comprehensive wealth management, investment management, and financial planning services tailored to help clients build and preserve wealth. The firm focuses on delivering personalized guidance to navigate complex financial decisions and long-term investment strategies.
Independent Firm
Comprehensive Wealth Services