Who we are:

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.

Services we offer:

• Investment Planning

• Tax and Financial Planning

• Estate Planning

• Insurance Planning

• Retirement Planning

Why you should engage with us:

• Comprehensive team to manage all aspects of your business

• Software to show full financial picture

• Individualized financial plans

* Securities and Investment advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.