Sequoia Wealth Counsel
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Sequoia Wealth
  • “Wall Street people learn nothing and forget everything” – Benjamin Graham
  • “The four most dangerous words in investing are ‘This time it’s different’.” – Sir John Templeton
  • “Experience is knowledge, all the rest is information” – Albert Einstein
  • “An investment in knowledge always pays the best interest” – Benjamin Franklin
  • “The intelligent investor is likely to need considerable willpower to keep from following the crowd” – Benjamin Graham
  • “The mint makes it first, it is up to you to make it last” – Evan Esar
  • “The strongest principle of growth lies in human choice” – George Eliot
Sequoia Wealth

Welcome to Sequoia Wealth Counsel

Thank you for visiting. We hope you find your visit informative. We welcome the opportunity to answer questions you have about Sequoia. Please contact us to start a conversation.

News & Announcements

Interviewed by The Wall Street Journal

Eric Ross, CFP® shares his insiqhts to Sequoia Wealth Counsel's investment process with the The Wall Street Journal.

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Posted Oct 18, 2012

 
Consumer Reports Interview - 7 Rules to Retire By

Consumer Reports Interview - 7 Rules to Retire By

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Posted Oct 01, 2012

 
Interviewed by CNBC

CNBC Interview - 14 Stocks for a Boomer's Retirement Portfolio

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Posted Jul 27, 2011

 
2nd Quarter 2011 Market Commentary

Now available: 2nd Quarter 2011 Market Commentary.

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Posted Jul 27, 2011

 
Interviewed by The Wall Street Journal

Eric Ross, CFP® was interviewed by The Wall Street Journal for a feature article titled - "Can We Talk? The 10 most important questions you and your spouse should ask each other about retirement - and probably haven't."

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Posted Jul 26, 2011

 
1st Quarter 2011 Market Commentary

Now available: 1st Quarter 2011 Market Commentary.

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Posted Apr 20, 2011

 

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Our Services

Wealth Management

Our Wealth Management Services bundle everything in our investment management services and financial planning services into one comprehensive service.

 

Financial Planning

Services include; lifestyle planning, asset accumulation planning, retirement income planning, estate planning, charitable giving, tax planning, stock option analysis, insurance (life, health, disability, and long-term care) analysis, and education planning.

 

Investment Management

Our investment management services are provided on a discretionary basis and include development and maintenance of client's investment policy statement, quarterly performance reporting, monthly account statements, asset allocation, asset location, manager and security selection, and risk management.

 

Specialized Services

Visit our Specialized Services area to learn more about our unique capabilities that can be combined with our core service offerings to enhance your experience as a client.

 

Sequoia Wealth