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Get a straightforward review of your current investment objectives. There is no obligation when you contact us for your free consultation at 303 228-7230. This website contains links that leave our website. Please be aware that we are not responsible for the content or privacy practices of other websites. We encourage users to be aware when they leave our site. Insurance licensed in: AL, AR, AZ, CO, PA, TX, WA. "Sequoia Financial Corp. is one of Colorado's Top Wealth Management Firms, accredited by NABCAP" ~Premier Advisors of Colorado.
NABCAP (National Association of Board Certified Advisory Practices) Their primary focus is to serve the investing public by helping identify top wealth managers. NABCAP is a 501 (c)(3) organization.
NABCAP specifically ranked advisory practices using the following criteria: market affluence, team dynamics (who comprises the team), years of experience, credentials/designations, minimum investable assets to become a new client, planning philosophy, investment philosophy, risk philosophy, typical percentage of alternative investment ownership, fee/cost structure, customer service model, U4/ADV status. NABCAP has not released the number of practices measured in their survey. Sequoia Financial Corp was charged a fee to participate in the survey. Working with a Premier Advisor does not guarantee investment success.
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