Sequoia Private Wealth Management

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Plano, TX area, Kristian Rojas will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Astra Wealth Management Group is an independent Registered Investment Adviser (RIA) firm and fiduciary located in Plano, TX. They specialize in providing comprehensive wealth management services to families of significant wealth, offering a unique combination of investment discipline, wealth planning insights, and client service excellence. Their team of experienced professionals works closely together to streamline complex financial processes and coordinate all aspects of their clients' financial affairs, including investments, tax considerations, and family dynamics. As trusted counsel, Astra Wealth Management guides families with knowledge and distinguished care, leveraging advanced technology and financial resources to help them plan for the future.Generated from the website

Optima Wealth Management L.L.C is a full-service financial firm, committed to helping you pursue your financial goals. We offer a wide range of financial products and services, both to individuals and business owners, so we might tailor a suitable answer to each of our clients’ individual needs, goals, and objectives. At Optima Wealth Management, we believe in building long-term relationships with our clients, and looking beyond our own interests to serve each client. Optima Wealth Management Inc is located at 5700 Granite Parkway, Plano, TX.