Sequoia Wealth Partners, LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided a comprehensive list of personal services, thus our goal is to earn a reputation for excellence in our industry. For each of our clients we strive to help them work towards financial stability and financial independence.
Your Expectations Exceeded
Today, we are more personally responsible for our financial well being than ever before. And with this responsibility has come a wealth of new opportunities. From tax incentives to save and invest to innovative financial products, there’s no shortage of effective solutions to help us meet our financial goals. But how can we find them? How do we put them together to build a solid life plan? And most importantly, where can we go for potentially unbiased, objective guidance? At Sequoia Wealth Partners, we believe that the answer lies close to home: your home. And because Sequoia believes in maintaining high standards for ethical conduct, you can rest assured that the guidance you received will be in the best interest of you and your family’s financial future. You have a right to expect attention, knowledge, insight and integrity from your financial advisor. With a clear focus on you – and your unique needs – your Sequoia advisor urges you to raise your expectations.
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Clients find our team members knowledgeable and appreciate that our staff truly cares about helping them make their dreams a reality. We do everything in our power to keep our clients focused on where they want to go, advise them on how to get there, and continually remind them of the importance of maintaining a disciplined approach to working towards their dreams.
Our company is based on the principle that education and understanding of one’s current financial situation is vital to successfully make prudent decisions concerning one’s future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (402) 563-1210.
Now more than ever, there is an ever-growing need for the knowledge and information a trusted financial advisor can provide. Unbiased advice concerning your financial goals for retirement, estate planning and business is essential to making the best decisions for your needs and goals. Working together with Geneos Wealth Management, Inc. as our Broker/Dealer and numerous other financial services firms, we can help develop a custom approach for your financial future and formulate a meaningful, long-term relationship that you can depend on and trust. Our advisors have access to a broad array of choices for investment products, including mutual funds, fixed and variable annuities, life insurance, stocks and bonds, and fee based investment advisory services. Instead of pushing proprietary products, we can offer investment choices that are most appropriately suited to your needs. With high standards, our financial advisors are committed to your success.