Financial Advisors
San Jose, CA
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.
Ideal for: High-net-worth individuals, Technology sector professionals, Retirees seeking active management
Service area: San Jose and Silicon Valley
Independent Firm: Operates as an independent financial advisory firm, allowing for unbiased investment recommendations not tied to proprietary products or large institutional pressures.
Comprehensive Wealth Services: Offers integrated investment management and financial planning to address multiple aspects of clients' financial lives in one relationship.
Address: 99 S Almaden Blvd #925, San Jose, CA 95113
Phone: (408) 645-2500
Website: sequoiawa.com
Looking for more options?
See more Financial Advisors in San Jose →