Sequoia Private Wealth Management, LLC

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Sequoia Private Wealth Management, LLC Wealth management firm delivering client service beyond expectations and firm belief in evidence-bas We are Sequoia Private Wealth Management.

By nurturing the enormous strength found in tending to the finer details, we help families aspire toward their greatest wealth goals. Our Roots

William Hubble, CFP® founded Sequoia Private Wealth as a forward-thinking, fee-only Registered Investment Advisor firm, replacing the usual Wall Street hype with high-touch wealth management, retirement-ready planning, and evidence-based investing. Why Sequoia Private Wealth? The Sequoia leaf in our logo represents our vision for client care, reflecting our focus on each relationship we form. The tree itself reminds us of what we can accomplish by tending to the details of your wealth: investment, tax, estate, charitable, insurance and related planning. Our Pledge to You

We position you, our client, at the center of our professional interest, combining attentive client care with strong, broad-based services and deep intellectual capital.

How many credit cards do you have?
10/16/2026

How many credit cards do you have?

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

The average college senior graduates with credit card debt. How will your kids manage money?
10/14/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
10/12/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Being healthy may help your personal finances.
10/09/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Thinking about a prepaid debit card? Consider the pros and cons.
10/07/2026

Thinking about a prepaid debit card? Consider the pros and cons.

It's important to understand the pros and cons when considering a prepaid debit card.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
10/05/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

Extended care refers to services needed by those who have a chronic illness or disability.
10/02/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance fr...
09/30/2026

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

You may have heard the phrase

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.
09/28/2026

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

What's your vision of retirement?

Address

8951 Cypress Waters #160
Irving, TX
75019

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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