Sequoia Financial Group

About Sequoia Financial Group

Sequoia uses the depth of our resources and the diversity of our talent to bring the right advisory team to every client. To do so, we've built a team culture where advisors and technicians can focus on specialization that matches their clients' needs. We bring clarity through our planning advice and asset management, accelerated by our custom technology platform and operational expertise. You are the central figure in your financial story, and you deserve an advisory team that will create an experience that is Built For You.

Sequoia Financial Group offers full-service, comprehensive wealth management services.

Wealth Planning - Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away.

Asset Management - Our team of investment experts is committed to achieving results for you. We employ a data-driven approach, meticulously and continuously evaluating the investment landscape.

Family Office Services - Sequoia Sentinel serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities. We prioritize preserving your legacy. What you can expect from Sequoia Financial Group:

Objectivity - We are fiduciaries, we strive to simplify complex financial decisions so that our clients can take center stage. Service Across The Full Wealth Continuum - We proudly serve clients with diverse sources and substance of wealth, leveraging our operational expertise to support advisory teams focused on clients they love.

Specialized Teams - We empower advisor teams to prioritize planning for and being with their clients. Our advisors and technical specialists are empowered to build practice groups with similar needs and expectations.

General Information

Compliance

Qualifications & Membership

Compensation and Fees

Disclosures

Disclaimer