Sterling Financial Group is now part of Sequoia Financial Group.

OUR GOAL

Deliver clients enhanced services and specialized resources, ensuring we are a dedicated partner for families and loved ones for generations to come.

Deep Planning Resources for Multigenerational Relationships

Leveraging Sequoia's advanced technology platforms and deep planning resources, Sterling Financial Group will continue to provide comprehensive and enduring financial solutions to generations of client families.

Expanded Planning and Investment Opportunities

Sequoia's 13-person centralized planning team and a 20+ person investment research team offer enhanced planning opportunities and a wide range of investment vehicles for Sterling Financial Group's clients, providing greater resources and specialized supplementary services when needed.

Enriching Lives Across the Wealth Spectrum

Sterling Financial Group's partnership with Sequoia underscores a shared commitment to integrity, teamwork, and extraordinary service, enhancing value for clients and enriching their lives through an impactful, integrated wealth management tailored to each client's unique circumstances.

A Built For You Client Experience

The combined resources of Sequoia Financial Group and Sterling Financial Group provide a knowledgeable, experienced team dedicated to understanding each client’s unique story and objectives, while delivering exceptional responsiveness and partnership to support clients in achieving their financial goals.

Built for you: How we work with clients to maximize their potential and meet their needs. Discover our process

Our Team

Built
For You

Sterling Financial Group's team remains here for you and your family. They bring their experience in multigenerational wealth transitions to Sequoia, strengthening both firms' comprehensive wealth management approach tailored to individuals and families navigating life's most significant financial moments.

Michael Hatch
CFP®, MBA, JD

Senior Vice President, Wealth Advisor

Kody Brown
CFP®, CRPS®

Vice President, Wealth Advisor

Berkeley Harrison
CFA®

Senior Director, Wealth Advisor

Danielle Smith
CFP®

Director, Wealth Advsior

Evelyn Cetina

Associate Director, Client Service Operations Analyst

Lisa Cortes

Associate Director, Client Service

Teresa Madrigal

Senior Associate, Administration Assistant

"Sterling Financial specializes in working with both long-term clients and those dealing with once-in-a-lifetime transitions, such as a business succession or settling the estate of a loved one.

In Sequoia Financial, we have found a true partner that understands our holistic approach.”

Michael Hatch, CFP®, MBA, JD

Owner and Managing Principal of Sterling Financial Group

Begin your journey with Sequoia Financial.

Your client login hasn't changed, neither has your exceptional client experience.

CLIENT LOGIN

“The team at Sterling Financial is an excellent cultural fit and gives us a stronger foothold in California, the nation’s most populous state.

We welcome the experienced and talented Sterling Financial team and their clients to the Sequoia Financial family.”

Tom Haught

Sequoia Founder & CEO

FREQUENTLY ASKED QUESTIONS

Who is Sequoia Financial Group?

Sequoia offers a team-based, integrated wealth management and family office experience to individuals and families across the wealth continuum.

As fiduciaries, our BUILT FOR YOU promise ensures that we recommend investment strategies that meet the unique needs of each client and leverage the depth of our team to deliver a comprehensive financial plan. From proactive tax planning and well-designed estate plans to customized risk management, retirement planning, and philanthropic planning, we deliver solutions that help clients achieve their financial goals and uphold a steadfast commitment to planning that endures across generations.

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.

What attracted Sequoia Financial to Sterling Financial Group?

Sterling Financial Group is an ideal integration partner because of its deep experience in working with individuals and families. Their approach to nurturing these relationships stood out to Sequoia. This partnership is intentional and is part of a vision to continue to offer excellence to their clients while expanding opportunities and depth through a greater range of available services.

Sequoia offers a breadth and depth of family office services that will expand planning and investment opportunities for Sterling Financial Group's clients. They will bring additional Sequoia personnel into these relationships when the client experience would benefit from specialized supplementary services.

Will my services be altered?

Clients will continue to experience the exceptional service they have come to expect but with additional resources and an expanded scope of services. The transition and the changes will come in the form of access to financial planning services and an expanded array of investments. This acquisition is the next phase of Sterling Financial Group's promise to continually advance the depth of resources available.

What is Sequoia Sentinel?

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 proficiency in areas that specifically affect individuals with substantial family wealth. Sequoia Sentinel clients typically have a minimum account size of $20 million. Sequoia Sentinel represents more than half of Sequoia Financial Group’s assets under management.