Whether you're just starting out, passing down your business or retiring in search of new adventures - Sequoia works to provide unparralled client service every step of the way. Watch the videos below to hear our Wealth Management story.

Give us a call or email us today to tell us your story and see how Sequoia Financial Group can help you achieve your goals.


Sequoia Wealth Management Story - Young Professionals from Sequoia Financial Group on Vimeo.

Business Owners

Sequoia Wealth Management Story - Financial Advisory from Sequoia Financial Group on Vimeo.


Sequoia Wealth Management Story - Retirement from Sequoia Financial Group on Vimeo.



Though related entities, Sequoia Financial Group, LLC and its affiliates, and Cohen & Company, Ltd. are separate companies with common, but not identical ownership. The scenarios reviewed are hypothetical in nature and are for illustrative purposes only. The material contained herein is for informational purposes only and is not intended to provide specific advice or recommendations for any individual nor does it take into account the particular investment objectives, financial situation or needs of individual investors.  The information provided does not constitute an offer or a solicitation of an offer to buy any securities, products or services mentioned. The opinions expressed do not necessarily reflect those of the author and are subject to change without notice.