BUILT
FOR YOU

We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future.

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Planning That Endures

Build your future with a company built and resourced for your needs—now and tomorrow.

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.

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

Our highly experienced team of Family Office advisors work together, leveraging their individual strengths and combined experiences, to provide you with the right resources at the right time. This proactive approach aims to deliver lasting results for generations to come.

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How can I preserve and grow my family's wealth for future generations?

Studies show that only about 30% of family wealth survives to the second generation, and only 10% make it to the third. This is where our family office plays a crucial role.

We strive to ensure our clients preserve their wealth for the next generation through strategic planning and expert guidance. Sequoia Sentinel serves as a dedicated partner, helping you navigate the complexities of wealth management.

What is the most effective way to structure our family governance and communication processes?

Effectively structuring family governance and communication requires a thoughtful and adaptable approach tailored to your family's unique needs and values, with a focus on clear principles, regular communication, and comprehensive steps. Our advisors assist clients in defining family values, creating a family constitution, establishing governance structures and roles, facilitating family meetings, providing financial education, addressing trusts and estate planning, aligning philanthropic goals, and emphasizing the importance of values and traditions alongside financial wealth.

What is differentiated about Sequoia Sentinel's investment approach?

INSIGHTS FROM SEQUOIA SENTINEL

by Liz De Nitto

Family Office

Family Education: Why Aligning on Values is Critical to Sustaining Generational Wealth

by Angela Neumann

Family Office

What business owners need to know about gifting business interests to charity

Wealth Planning

Whether you're focused on safeguarding your wealth, reducing risks and maximizing tax benefits, or ensuring financial security for your loved ones, our specialized, in-house Wealth Planning team draws from deep knowledge and expertise to build a comprehensive wealth plan that helps you achieve your objectives.

How do I create a comprehensive financial plan?

Creating a comprehensive financial plan that is truly "Built for You" is at the heart of our wealth planning services. We understand that every individual or family has unique financial goals, circumstances, and aspirations. That's why our approach is personalized from the very beginning. It all starts with a deep conversation during an initial consultation. We take the time to understand your financial objectives, risk tolerance, and specific needs. This forms the foundation of your plan.

How can I set and prioritize financial goals for different stages of my life?

Navigating different life stages requires a thoughtful approach to financial goal setting and prioritization. At Sequoia Financial Group, we're here to help you every step of the way:

Assessment: We begin by assessing your unique circumstances, including your current financial situation, aspirations, and life stage.
Identification: Together, we identify specific financial goals for each life stage, such as homeownership, education funding, retirement planning, and legacy objectives.
Prioritization: We work with you to prioritize these goals based on their importance, urgency, and alignment with your values.
Customized Strategies: Our experts design tailored financial strategies that match your goals and resources, ensuring they are achievable.
Regular Reviews: We maintain ongoing reviews to adapt your financial plan as you transition through various life stages, ensuring it remains relevant and effective.
Financial Education: We provide you with the knowledge and tools you need to make informed financial decisions and stay on track.
Dedicated Support: Our team offers continuous support, addressing your questions and concerns as they arise.

by Will Gandert

Wealth Planning

The Cost of Deferring

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Asset Management Solutions

Everything we do is built around delivering you results. Our investment approach is 100% independent, which means we always select investments that are in your best interests.

What is my risk tolerance, and how should it influence my investment choices?

Your risk tolerance is a pivotal factor in shaping your investment decisions. At Sequoia Financial Group, we recognize that it's influenced by various factors, including your financial goals, time horizon, and emotional comfort with market fluctuations. This ensures that your portfolio is well-suited to your individual circumstances while striving to achieve your financial goals. Regular reviews and professional guidance are integral to maintaining this alignment, helping you navigate the complexities of investing with confidence and clarity.

What asset classes should I invest in (stocks, bonds, real estate, etc.), and in what proportion?

What is differentiated about Sequoia's investment approach?