Thank You for Your Interest in Sequoia

By Marketing Team | June 12, 2025

We appreciate your interest in introducing clients to Sequoia’s comprehensive financial planning services.

To proceed with a formal client introduction, first, you will need to obtain signed 7216 consent. This consent allows us to discuss their detailed information as part of our integrated approach to wealth planning.

 

In the meantime, here are some resources you can share:

  • About Sequoia: Learn more about our fiduciary approach to financial planning.
  • Our Services: Comprehensive financial planning, investment management, and tax strategies.
  • Client Resources: Educational materials and insights for informed financial decisions.
  • Electronic Brochure: This is a digital copy of general information about Sequoia.

 

Contact Information:
Ready to move forward once you have 7216 consent? Click here to make an introduction to us.

Want to have a general conversation, not about a specific client? Contact us directly at (330) 375-9480 or info@sequoia-financial.com.