Sequoia's Wealth Planning team provides you with strength and experience by developing a uniquely strategic plan to assist you in reaching your financial goals.
Sequoia's Family Wealth team understands the inherent complexity of considerable wealth. We provide ultra high-net worth individuals and family groups customized solutions in wealth management, planning, and comprehensive reporting.
Sequoia's Insurance team represents you, not our own interests or those of the Life Insurance companies in the industry, which is an important and fundamental distinction in our services.
Sequoia's Institutional Services team is purposefully built to provide specific solutions for both plan fiduciaries and participants. The Prudent Expert System™ was created to ensure a truly comprehensive process.
We will admit it — we enjoy wine.
Though it is known as the "drink of the gods" and some bottles command insane prices, we mere mortals...
Since the founding of our award-winning firm more than 25 years ago, we have focused on planning, passion and fanatical client service. Sequoia Financial Group strongly believes that financial planning should revolve solely around you. Our mission is to help you get what you want out of life. And we’re passionate about it.
Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training. Cohen & Company, Ltd and related entities, and Charles Schwab and Co. and its affiliates, are separate entities from Sequoia Financial Advisors, LLC, and it's related entities.