Sequoia Wealth Management

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

We are a full service CPA firm offering tax and auditing services to businesses and individuals. We also provide these services to wineries and vineyard management companies.

Greenleaf & Burleson Wealth Management, LLC provides comprehensive financial counseling and innovative investment advice to a select group of private clients, institutions and endowments. Working in partnership, we serve as our client's Chief Financial Officer. We listen to our clients and help them become great stewards of their wealth. Our open architecture approach enables us to make unbiased recommendations from the universe of investment options. We invite the most complex and challenging situations. This web site is for informational purposes only and does not constitute a complete description of our investment services. This web site is in no way a solicitation or offer of investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.