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 unique structure enables the team to select from a wide range of investment solutions to determine which are appropriate for you and your asset allocation strategy.
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.
Service Excellence Group
Sequoia's Service Excellence Group can assist you with a variety of day-to-day needs and each member is rigorously cross-trained on areas throughout the firm to assure that you will receive nothing less than one-on-one attention and care.
George Orwell, the author of 1984 and Animal Farm, characterized the value of the U.S. military perfectly:
“People sleep peaceably in...
Since the founding of our award-winning firm over 20 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. 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 entitities.