Sequoia Private Wealth Management
Financial Services, 5445 Legacy Dr, Plano, Texas, 75024, United States, 1-10 Employees
Phone Number: +18*********
Who is SEQUOIA PRIVATE WEALTH MANAGEMENT
We are Sequoia Private Wealth Management. By nurturing the enormous strength found in tending to the finer details, we help families aspire toward their greatest wealth goals. Our Roots W...
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Headquarters: 5445 Legacy Dr, Plano, Texas, 75024, United States
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Date Founded: 2015
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Employees: 1-10
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Revenue: $500 Million to $1 Billion
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding Sequoia Private Wealth Management
Answer: Sequoia Private Wealth Management's headquarters are located at 5445 Legacy Dr, Plano, Texas, 75024, United States
Answer: Sequoia Private Wealth Management's phone number is +18*********
Answer: Sequoia Private Wealth Management's official website is https://mysequoiawealth.com
Answer: Sequoia Private Wealth Management's revenue is $500 Million to $1 Billion
Answer: Sequoia Private Wealth Management's SIC: 6282
Answer: Sequoia Private Wealth Management's NAICS: 523940
Answer: Sequoia Private Wealth Management has 1-10 employees
Answer: Sequoia Private Wealth Management is in Financial Services
Answer: Sequoia Private Wealth Management contact info: Phone number: +18********* Website: https://mysequoiawealth.com
Answer: We are Sequoia Private Wealth Management. By nurturing the enormous strength found in tending to the finer details, we help families aspire toward their greatest wealth goals. Our Roots William Hubble, CFP founded Sequoia Private Wealth as a forward-thinking, fee-only Registered Investment Advisor firm, replacing the usual Wall Street hype with high-touch wealth management, retirement-ready planning, and evidence-based investing. Why Sequoia Private Wealth? The Sequoia leaf in our logo represents our vision for client care, reflecting our focus on each relationship we form. The tree itself reminds us of what we can accomplish by tending to the details of your wealth: investment, tax, estate, charitable, insurance and related planning. Our Pledge to You We position you, our client, at the center of our professional interest, combining attentive client care with strong, broad-based services and deep intellectual capital.
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