What products and/or services do you provide?

Sequoia Wealth Partners was founded by Roger Deal in 2006 with the goal of supporting clients in every aspect of their financial lives.  

With a comprehensive list of personal and business services, we strive to help clients work toward financial stability
and independence.  Serving people who
need assistance with their financial well-being and collaborating with them to ensure they reach their destination safely and securely is our goal. 

Our experienced professionals are “hands on” individuals who genuinely care about turning your dreams into reality.  At Sequoia, we urge you to raise your expectations…then watch us exceed them.

Securities and Advisory Services offered
through Geneos Wealth Management, Inc.  Member of FINRA / SIPC.