Sequoia Financial Group is a leading wealth management firm founded in 1991, headquartered in the United States. With a focus on Financial Services and Wealth Management, the company prides itself on offering comprehensive services, including financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, and family wealth services.
Sequoia Financial Group's commitment is reflected in its slogan, "Wealth Manager. Earning Trust, Creating Plans, Delivering Results. #SequoiaFin". The company takes pride in working closely with individual and business clients to help them take control of their financial future and achieve their goals, objectives, and dreams.
The company's approach is to be a trusted advisor, offering the highest level of technical expertise within a friendly, down-to-earth, and compassionate environment. Their professionals, working as a team, are dedicated to doing what is best for their clients.
It is important to note that investment advisory services are offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.