We Offer Personalized Plans to Match Your Needs

 

One-size fits all policies are best left to vacation bike helmets. At Sequoia Wealth Partners, LLC, we specialize in tailoring our plans to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

 

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Individuals & Families

Are you’re a party of one or six? Either way, you will receive a comprehensive stratagy that is customized to fit your current needs and future goals.

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Business Owners

We believe small businesses are the backbone of America. At Sequoia Wealth Partners, LLC, we do our utmost to help your business thrive.

Meet Our Team

Roger Deal

Owner and Managing Executive

Roger serves the Sequoia offices as the Owner and Managing Executive as well as working with clients as a Financial...

Daniel G. Mussack

Partner

Dan brings a great deal of experience and knowledge to the Sequoia family. He began his career in the financial services...

Larry Deal

Partner, DMin

Larry works to help people plan for a future where they can accomplish the things that matter most to them.  Serving as...

Saleena Deal

Partner

Saleena graduated with a Bachelor of Science in Psychology from York College in 2015 and joined Sequoia Wealth Partners...

Our Services

 

Investment Planning

While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...
 

Financial Planning

Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand...
 

Retirement Planning

Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...
 

Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can...

We manage assets for individuals and families, providing investment management, and financial planning services.

Recent Blogs

Elderly person holding a stress ball

How to Plan Long-Term Care Before You Need It

Sequoia Wealth Partners |
Categories
Finance
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you from becoming overwhelmed in the event that you develop a chronic illness, disability or other condition. By planning your care now, you’ll be more likely to have greater control over significant decisions and remain comfortable as you get older. Here are some ways that you can...

Educational Videos

 

The Very High Cost of Waiting to Save for Retirement

 

What’s Your Risk Management Plan?

 

3 Key Elements to Early Retirement Success