BUILT
FOR YOU
We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future.
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.
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.
Speak to a Wealth Planning Expert
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.
Ongoing Fed-Driven Rally Pushes Stocks to New Heights