Broker Check

Our Services

At Sequoia Wealth Partners, LLC, we provide expert assistance in the following areas:

Investments:

  • 529 Plans
  • Alternative Investments
  • Bonds
  • Brokerage Accounts
  • Common Stocks
  • Educational IRAs
  • ETFs
  • Fixed Annuities
  • Managed Advisory Accounts
  • Mutual Funds
  • Real Estate Investment Trusts
  • Roth IRAs
  • Traditional IRAs
  • Variable Annuities

Business Planning:

  • 401(k) Plans
  • 403(b) Plans
  • Business Transactions
  • Business Valuations
  • BUY/SELL Agreements
  • Money Purchasing Plans
  • Profit Sharing Plans
  • SEP IRAs
  • Simple IRAs

Accounting:

  • Partnered with Eccounting, LLC to provide bookeeping and accounting services.
  • Contact Raquel Konecky at [email protected] for more information.

Insurance:

Financial Planning:

  • Estate Planning
  • Retirement Income Analysis
  • College Savings