Latest Updates
Sequoia Viewpoint 2022
At Sequoia, we are building a sustainable firm, one that lasts longer than any one individual. We are building our firm to last for generations, enhancing our expertise, offerings and resources so you have the support you need to work toward achieving your long-term goals. Take a look at...
Latest Updates
NCA Financial Planners Joins Sequoia Financial Group
We’re thrilled to announce that Mayfield Heights, OH based NCA Financial Planners is joining Sequoia. Our newly combined team shares a mission centered around enriching lives by building enduring relationships and providing excellence in client service.
Latest Updates
Sequoia Named a Barron's Top 100 RIA Firm for 2021
We're thrilled to be named to Barron's List of Top 100 Registered Investment Advisors for 2021.
Rags to Rags in Three Generations
This old Chinese proverb sums up a common pattern in generational wealth pretty well and simultaneously incites panic in anyone trying to preserve their wealth for future generations of their family...
Sequoia Viewpoint 2022
At Sequoia, we are building a sustainable firm, one that lasts longer than any one individual. We are building our firm to last for generations, enhancing our expertise, offerings and resources so...