FREQUENTLY ASKED QUESTIONS

Sequoia Financial Group, LLC, founded in 1991, takes a client-centered approach to providing wealth management services, including asset management, estate and retirement planning, fiduciary consulting, and family wealth. Sequoia builds and maintains strong relationships that emphasize long-term planning to help clients reach their financial and life goals. Sequoia was named by Barron’s as one of the top RIA firms in the U.S. in 2023 for the fifth consecutive year. Sequoia had more than $19.3 billion in assets under management as of June 30, 2024. For more information, visit www.sequoia-financial.com.

The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax preparation is done by a 3rd party and not Sequoia Financial Group.

Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity. No fees in any years awarded were paid or incurred to receive this recognition. $8,500 was spent in 2021, $0 in 2020, and $17,240 in 2019 for marketing collateral associated with the award to be used on social media, our website, and email signatures. This award is not representative of any one client’s experience and is not indicative of our firm’s future performance. This award was independently granted as Sequoia is a separate company from Barron’s. Sequoia applied to be considered for the recognition. Please note this award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services.

Clients will continue to experience the exceptional service they have come to expect, both for wealth planning and investment management. These services will now be expanded to include additional resources for advanced planning, family office services, and alternative investments. Specific delivery of these enhancements will be discussed at your next Annual Strategy or Investment Strategy Meeting(s)

Sequoia Sentinel is a boutique family office within Sequoia Financial that is dedicated to supporting the unique needs of ultra-high-net-worth (UHNW) individuals and families. Sequoia Sentinel was launched in the fall of 2023 as the next evolution of the customized services and advisory teams Sequoia Financial offers to UHNW clients, including technical expertise in areas that specifically affect individuals with substantial family wealth. Sequoia Sentinel clients typically have a minimum account size of $25 million. Sequoia Sentinel represents more than half of Sequoia Financial Group’s assets under management.

Yes. Houston is now Sequoia’s second location in Texas after San Antonio.

Ali will become a shareholder of Sequoia, continue to support clients, and collaborate with Sequoia’s advisors on his proprietary Wealth Integration System for Entrepreneurs.