We help our clients meet financial goals through planning and the thoughtful management of financial resources. Our process is collaborative and relies on both the quantitative (technology and modeling) and the qualitative (our decades of experience). As the result of working with us, our clients have a greater sense of clarity about their financial future and a better sense of what's possible. Securities offered through LPL Financial, a Registered Investment Advisor. Member FINRA (www.finra.org), member SIPC (www.sipc.org). Investment advice offered through Sequoia Wealth Management, LLC, a registered investment advisor. Ironwood Family Wealth Advisors and Sequoia Wealth Management are separate entities from LPL Financial. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, CO, FL, GA, IL, IN, MA, MN, NV, OH, OR, PA, TX, WA and WI.