Welcome to Sequoia Sentinel

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SECURE YOUR FAMILY'S LEGACY

Sequoia Sentinel offers dedicated advisors who understand your evolving needs, safeguarding your legacy beyond finances.

Boutique Experience, Operational Strength

At Sequoia Sentinel we live by our promise: "Built for You." We offer personalized, customized, and coordinated services. We leverage our institutional resources while delivering a highly personalized experience.

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Speak With A Founder

How We Help

CUSTOMIZED SOLUTIONS

Welcome to our comprehensive suite of services designed to empower you on your financial journey.

Wealth Planning
Banking & Lending
Investments
Reporting
Estate Planning
Trustee Support
Risk Management & Insurance
Income Tax Planning
Pre-Transaction Planning
Family Governance & Education