Sequoia uses the depth of our resources and the diversity of our talent to bring the right advisory team to every client. To do so, we've built a team culture where advisors and technicians can focus on specialization that matches their clients' needs. We bring clarity through our planning advice and asset management, accelerated by our custom technology platform and operational expertise. You are the central figure in your financial story, and you deserve an advisory team that will create an experience that is Built For You.
Sequoia Financial Group offers full-service, comprehensive wealth management services.
Wealth Planning - Our specialized, in-house Wealth Planning team takes a holistic approach to your finances, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan you can put into action right away.
Asset Management - Our team of investment experts is committed to achieving results for you. We employ a data-driven approach, meticulously and continuously evaluating the investment landscape.
Family Office Services - Sequoia Sentinel serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities. We prioritize preserving your legacy. What you can expect from Sequoia Financial Group:
Objectivity - We are fiduciaries, we strive to simplify complex financial decisions so that our clients can take center stage. Service Across The Full Wealth Continuum - We proudly serve clients with diverse sources and substance of wealth, leveraging our operational expertise to support advisory teams focused on clients they love.
Specialized Teams - We empower advisor teams to prioritize planning for and being with their clients. Our advisors and technical specialists are empowered to build practice groups with similar needs and expectations.
General Information |
| Firm Start Year: | 1991 | |
| No. of Employees: | 100-499 | |
| Name of Custodial Firm: | Charles Schwab, Fidelity Investments |
| Work with the following types of clients: | Businesses, Non-Profit Organizations, Individual Investors |
| Advisory Services Provided: | Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management |
Services |
| Investment Types: | Insurance, Exchange Traded Funds (ETFs), Stocks, Alternative Investments, Mutual Funds, Bonds |
| Can meet clients in the following ways: | Your Office, Video Conference, Our Offices, Your Home, Email, Phone |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500K |
| Compensation Methods: | Based on Assets |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training. |
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 5:00 PM |
| Tue. | 8:30 AM - 5:00 PM |
| Wed. | 8:30 AM - 5:00 PM |
| Thu. | 8:30 AM - 5:00 PM |
| Fri. | 8:30 AM - 5:00 PM |
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