Value proposition

Wealth Manager. Earning Trust, Creating Plans, Delivering Results. #SequoiaFin

At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth services.

More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams.

We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical expertise within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business.

*Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.

Financial Planning, Asset Management, Estate and Insurance Planning, Family Office Services, Trustee Support Services, and Retirement Planning