Sequoia Financial Group, LLC

BuiltFor You

We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future.

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Planning That Endures

A firm built and resourced to serve you and your family — now and tomorrow.

Sequoia Sentinel

Sentinel Family Office

Sequoia Sentinel Family Office serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities.

Preserve your legacy

Integrated Wealth Management

One cohesive plan, built for you

Through our BUILT FOR YOU approach, we take the time to understand your goals, values, and priorities. We then build a personalized strategy that integrates your investments and all of the key wealth planning disciplines into one cohesive plan.

Achieve your goals

Wealth Management

Planning For All Aspects of Your Financial Life

Rooted in a client-first mindset, our dedicated advisory teams guide your unique financial journey. By blending personalized service with innovation, we deliver an exceptional experience designed for you.

Investment Management Retirement Planning Estate Planning Tax Planning Risk Management Charitable Giving

Enriching Lives For Over Three Decades.

“Our success is measured by the success of our clients. It’s a privilege to partner with families on their wealth management journey, and we look forward to meeting you and hearing your story.”

Tom Haught

Chairman & CEO

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30+

Years enriching lives

States served, plus D.C.

Consecutive years on Barron's Top 100 RIA list

100%

Fiduciary, client-first commitment

Recognized among the nation’s best.Sequoia Financial Group has earned its eighth consecutive recognition on Barron’s list of the Top 100 RIA firms — a reflection of our enduring, client-first commitment.

Answers

Frequently Asked Questions

Integrated wealth management is a coordinated approach to wealth planning that connects every aspect of your financial life into one cohesive strategy. Rather than treating investments, retirement planning, tax strategies, estate considerations, charitable giving, and risk management separately, integration helps to align each of these plans so they may work in concert with the others, all in support of your long-term goals.