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

A firm built and resourced to serve you and your family—now and tomorrow.

Sentinel Family Office

Sequoia Sentinel Family Office serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities.

Preserve Your Legacy

Integrated Wealth Management

Through our BUILT FOR YOU approach, we take the time to understand your goals, values, and priorities. We then build a personalized strategy that integrates your investments and all of the key wealth planning disciplines into one cohesive plan.

Achieve Your Goals

Planning For All Aspects of Your Financial Life

Rooted in a client-first mindset, our dedicated advisory teams guide your unique financial journey.
By blending personalized service with innovation, we deliver an exceptional experience designed for you.

Enriching Lives For Over Three Decades.

Our success is measured by the success of our clients. It’s a privilege to partner with families on their wealth management journey, and we look forward to meeting you and hearing your story.

Tom Haught

Chairman & CEO

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Frequently Asked Questions

What is integrated wealth management?

Integrated wealth management is a coordinated approach to wealth planning that connects every aspect of your financial life into one cohesive strategy. Rather than treating investments, retirement planning, tax strategies, estate considerations, charitable giving and risk management separately, integration ensures that each of these plans works in concert with the others, all in support of your long-term goals.

How do I choose a financial advisor?

Choosing a financial advisor starts with finding someone who takes the time to understand your needs, values, goals, and the full picture of your financial life. Look for an advisor who acts as a fiduciary, takes a personalized approach to planning, and can integrate investments, tax strategy, retirement planning, estate considerations and risk management into a coordinated plan. Further, find someone you trust and feel comfortable working with on your financial future.

What is a fiduciary financial advisor?

A fiduciary financial advisor is legally and ethically required to act in your best interest when providing financial guidance. This means recommendations are made based on your goals and financial well-being, not commissions or outside incentives.

Our fiduciary approach reflects our commitment to personalized, client-first guidance. Our fiduciary approach reflects our commitment to personalized, client-first guidance.

Can Sequoia Financial Group work with a client in any state?

What makes Sequoia different from other wealth management firms?

We are committed to taking a client-first, BUILT FOR YOU approach to wealth management. Rather than focusing on a single aspect of your finances, we work collaboratively across disciplines to create an integrated wealth strategy that considers your short- and long-term goals. Our team-based model allows clients to benefit from specialized guidance while maintaining one coordinated plan—rooted in a fiduciary commitment to act in your best interests.