Sequoia Wealth Advisors and Invesment Management, Inc.

Sequoia Wealth Advisors and Investment Management, Inc. is a financial planner in San Jose, California, serving individuals and families with personalized financial planning, retirement planning, investment management, tax planning, education and family planning, business planning, and private client services. The firm emphasizes client-centered advice, independent guidance, and a commitment to integrity, transparency, and long-term financial security. It serves clients across San Jose, Aptos, and the Reno, Carson City, and Minden/Gardnerville areas in Nevada. The firm holds a 3.70 rating based on three reviews.

The firm was founded as a Bay Area legacy firm with a history rooted in generational care and client trust. It recently welcomed the Financial Independence team from Santa Clara, integrating their shared values of personal service and lasting relationships. With over 100 years of collective experience among its advisors, Sequoia emphasizes customized strategies that align with clients’ core values and life goals. The firm operates independently, without sales quotas or proprietary products, enabling it to prioritize client needs. Services include investment management, retirement strategy development, tax planning, business advisory, and specialized support for affluent clients through its Private Client Services, which provides access to investment banking, insurance, specialty lending, and complex tax solutions.

The San Jose office is located at 99 S Almaden Boulevard, Suite 925, approximately a quarter mile from the Guadalupe River Park and the John P. McEnery Park, and within a short distance of the Guadalupe Freeway and the Internal Revenue Service Taxpayer Assistance Center.

The firm demonstrates strong online visibility and credibility through a well-optimized website with thorough, well-documented business information that search engines can easily interpret. This ensures consistent and reliable access to its services across digital platforms.

Sequoia Wealth Advisors stands out in San Jose’s financial planning landscape by combining deep expertise with a commitment to personalized, values-driven service, helping clients build lasting financial confidence and security.

Services:

• Business Planning
• Estate Planning
• Financial Planning
• Investment Management
• Retirement Planning