Ohio Wealth Management
BUILT
FOR YOU
We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future.
Planning That Endures
Build your future with a company built and resourced for your needs—now and tomorrow.
FAMILY OFFICE SERVICES
Sequoia Sentinel serves families of exceptional wealth through long-term thinking, comprehensive planning, and robust investment capabilities. We prioritize securing and sustaining your legacy.
Integrated Wealth Managment
Wealth Planning: Our interactive planning approach includes both comprehensive and modular solutions. Spanning all common planning subject areas plus specialized experience in estate planning, closely-held entities, executive compensation, and special needs planning.
Retirement Services
Estate Planning
Tax Services
Philanthropic Planning
Risk Management
+ More BUILT FOR YOU Strategies
Asset Management: Our data-driven process seeks to identify and continually evaluate the investment landscape for practical, value-additive solutions. We seek to optimize controllable variables, such as fees, taxes, diversification, and risk-management.