Longevity Through Simplicity
OUR VISION
Sequoia Wealth Management is a fee-only, registered investment advisor (RIA) located in Austin, Texas. Everything we do starts with learning about you. We provide financial advisory services including financial planning, investment strategy, and retirement planning to individuals, families, and small businesses nationwide. We believe a simplistic and disciplined approach is the key to financial success and longevity.
OUR CLIENTS DESIRE TO
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Understand how their various investments can work in concert to reach their goals
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Gain confidence by taking an active role in their financial future
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Examine opportunities and challenges from every angle of life
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Preserve capital without limiting the potential for growth
YOU CAN RELY ON US TO
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Put your needs first. As an RIA, we have a fiduciary duty to put a client's need above all.
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Maintain diligent oversight. Expect monthly/quarterly reporting, phone follow-ups, and evaluations.
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Manage your risk effectively through a rule-based strategic approach.
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Focus on you long term. We minimize risk without limiting potential for market returns.
INVESTMENT PROCESS
Every client situation is unique. First, we identify the client goals, risk tolerance, and concerns. Then we decide the best method to design and manage the investment portfolio. Investing should be a SIMPLE, yet ROBUST process.
SQWM is independent and does not sell products on commission; therefore, we select the optimum investments to add to a portfolio. We aim to execute our plan regardless of the markets in a given time period.
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Risk Management
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Managing risk seems to be an afterthought until we hit a bear market
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We aim to manage downside risk in bear markets by managing losing trades
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Let Winners Run
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It is not easy to predict the next bull/bear market, we exercise a hybrid of the buy and hold approach
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Let winning trades run until they show signs of being unprofitable
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Cut Losing Trades
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We cannot predict a market crash - we actively try to avoid them
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By cutting losing trades off, we avoid riding a market to the bottom
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Justin is the Founder and President of Sequoia Wealth Management, a fee-only registered investment advisor. Justin has over five years experience helping clients gain the security and confidence they need to be in control of their finances.
Before starting SQWM, he spent two years with Investment Professionals Incorporated. Prior to his time with IPI, he worked as a broker for Waddell & Reed. Justin graduated from The University of Texas at Austin.
Justin Mason
CONTACT
Sequoia Wealth Management
ADDRESS
Contact us below or call (806) 206-0759 to schedule a complimentary consultation to discuss your investment and financial planning needs.
