Sequoia Private Wealth Management, LLC
Our Roots William Hubble, CFP® founded Sequoia Private Wealth Management 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. We help families aspire toward their greatest financial goals. Why Sequoia Private Wealth? There are two reasons the Sequoia lea
Our Roots William Hubble, CFP® founded Sequoia Private Wealth Management 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. We help families aspire toward their greatest financial goals. Why Sequoia Private Wealth? There are two reasons the Sequoia leaf represents our vision for client care. The frond reflects our focus on each unique relationship we form: each individual, each family, each loyalty. The tree itself reminds us of the enormous strength and enduring truths that come from tending to the finer details along the way. Our Pledge to You We position you, our client, at the center of our professional interest, unifying the granular and grand pieces of your total wealth: investment, retirement, tax, estate, charitable, insurance and related planning. An independent Texan firm, we proudly leverage the nationwide power of The BAM Alliance, to combine attentive client care with strong, broad-based services and deep intellectual capital.
Address: 5445 Legacy Drive, Suite 140, Plano, TX 75024, USA
Phone: +1 469 533 3150
FAX:
