Whether you are focused on wealth planning, asset management, generational wealth transfer, estate or tax planning, we’ll work with you to craft a financial plan that helps you get where you want to be.
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...
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.
Finding Opportunities: What To Do BEFORE The Next Recession
If you’ve tuned into the news lately, you’ve undoubtably heard whispers about the U.S. economy headed for recession. You may have also heard that it’s probably NOT headed for recession. You may have...
Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.