Sequoia Financial Group, LLC, founded in 1991, specializes in wealth management with a focus on integrity, passion, and teamwork. The firm manages over $32 billion in investment assets and has been recognized as a top wealth manager by Barron's since 2018.
Sequoia offers a range of services including asset management, wealth planning, and family office services, tailored to clients' unique financial goals and circumstances.
Fiduciary commitment
Independent investment approach
Transparent pricing model
Services
Sentinel Family Office
Serves families of exceptional means through long-term thinking, comprehensive planning, and robust investment capabilities.
Provides a holistic approach to financial planning, delivering comprehensive financial analysis, personalized strategies, and a built-for-you wealth plan.
Offers a data-driven investment approach with access to a broad range of asset classes across sectors including private equity and private debt.
Data-driven approachBroad asset class accessResearch coverage and recommendations
Credentials & Certifications
Barron's Top Wealth Manager
Since 2018
Newsweek America's Top Financial Advisory Firms
Since 2024
Reviews
Rating
4.3
★★★★☆
Reviews
6
Frequently Asked Questions
How can I preserve and grow my family's wealth for future generations? +
Sequoia Sentinel serves as a dedicated partner, helping you navigate the complexities of wealth management and ensuring wealth preservation through strategic planning and expert guidance.
What is the most effective way to structure our family governance and communication processes? +
Effectively structuring family governance and communication requires a thoughtful and adaptable approach tailored to your family's unique needs and values, with a focus on clear principles, regular communication, and comprehensive steps.
What is differentiated about Sequoia Sentinel's investment approach? +
Sequoia Sentinel provides access to a broad range of asset classes across sectors including private equity and private debt, offers research coverage and recommendations on legacy positions and external opportunities, and reports asset balances and investment performance on a consolidated basis across multiple custodians.
4.3
