Business Details
We are Sequoia Financial Group, a family office and wealth management firm with over three decades of experience serving clients across the wealth continuum. Our integrated, client-first BUILT FOR YOU approach is designed to understand each clients unique goals, values, and long-term priorities. We assemble dedicated, cross-disciplinary advisory teams to deliver personalized, cohesive financial strategies rather than siloned, one-size-fits-all plans. Our core service offerings include investment management, retirement planning, estate planning, tax planning, risk management, and charitable giving guidance. We extend specialized planning expertise to business owners, executives, first responders, physicians, and families with members who have special needs.
As fiduciary financial advisors, we are legally and ethically bound to act exclusively in our clients best interests, free from conflicting incentives. Our team combines deep technical expertise in wealth planning with innovative tools to deliver exceptional, tailored client experiences. We serve clients across all 50 U.S. states and Washington, D.C. through both in-person and virtual planning relationships. Our success is directly tied to the success of the families we partner with, and we measure our performance by the progress our clients make toward their chosen futures. We are committed to long-term partnership, guiding clients through every life and market change with proactive, adaptive planning.
As fiduciary financial advisors, we are legally and ethically bound to act exclusively in our clients best interests, free from conflicting incentives. Our team combines deep technical expertise in wealth planning with innovative tools to deliver exceptional, tailored client experiences. We serve clients across all 50 U.S. states and Washington, D.C. through both in-person and virtual planning relationships. Our success is directly tied to the success of the families we partner with, and we measure our performance by the progress our clients make toward their chosen futures. We are committed to long-term partnership, guiding clients through every life and market change with proactive, adaptive planning.
Highlights and features
- We have over three decades of wealth management experience.
- We are fiduciary advisors committed to your best interest.
- We offer integrated planning across all key wealth disciplines.
- We serve clients nationwide via in-person and virtual planning.
- We provide specialized planning for unique client groups.
Services
Investment Management
Our investment management service is tailored to each clients unique risk tolerance, time horizon, and financial goals. We develop and oversee personalized investment portfolios aligned with your overall integrated wealth strategy. This service helps clients grow and protect their assets over the long term to support their short- and long-term objectives.
Retirement Planning
Our retirement planning service helps clients map out a clear path to a secure, fulfilling retirement aligned with their personal goals. We analyze all sources of retirement income, optimize savings strategies, and integrate retirement plans with your overall wealth strategy. This service ensures you have the resources and roadmap to maintain your desired lifestyle throughout retirement.
Estate Planning
Our estate planning service helps clients protect their assets, outline their legacy wishes, and minimize tax burdens for their heirs. We create customized estate plans aligned with your values and long-term goals, integrated with your overall wealth strategy. This service ensures your legacy is preserved and distributed according to your wishes with minimal friction.
Tax Planning
Our tax planning service helps clients minimize tax liabilities while staying fully compliant with all federal and state regulations. We develop proactive, year-round tax strategies integrated with your investment, retirement, and estate plans. This service ensures you retain more of your wealth and avoid unexpected tax burdens.
Risk Management
Our risk management service helps clients identify, assess, and mitigate financial risks that could threaten their wealth and long-term goals. We develop customized risk mitigation strategies, including insurance and contingency planning, integrated with your overall wealth strategy. This service provides peace of mind by protecting your assets against unforeseen events.
