Sequoia Financial Group

Sequoia Financial Group is a wealth management firm that provides comprehensive financial planning and investment services to individuals and families across the wealth continuum. They offer a range of services including wealth planning, asset management, family office services, and expert insights. Sequoia is committed to enriching lives by helping clients advance their chosen future through personalized, customized, and coordinated services.

Sequoia is a company built and resourced for client needs, both present and future. Their team embraces their core values of integrity, passion, and teamwork, which has resulted in consistent organic growth that has garnered industry recognition, including being named one of America’s Top RIA Firms by Barron’s. They are a leading RIA acquirer, having completed 12 strategic partnerships to date and demonstrate a commitment to their partner firms through a focus on superior client experiences, multi-channel organic growth, and a culture that fosters entrepreneurial spirit while leveraging operational strength.

Sequoia Financial Group emphasizes a commitment to work-life balance and a supportive culture that fosters industry talent. They have built an infrastructure that enables team members to thrive in a supportive environment. Their commitment to caring for the entire family extends to their internal culture, which prioritizes trust, respect, and collaboration.

Sequoia Financial Group prioritizes employee well-being and offers a range of benefits designed to support their employees' work-life balance and professional development. These benefits include comprehensive healthcare coverage, retirement plans, and opportunities for professional growth within the company. The company also emphasizes a culture of trust, respect, and collaboration, fostering a supportive and engaging work environment.

Sequoia Financial Group is a wealth management firm committed to enriching lives by helping individuals and families achieve their financial goals and secure their future. They provide a comprehensive range of services, including family office, wealth planning, asset management, and expert insights. Sequoia emphasizes a personalized, client-centered approach with a dedicated team of specialists who leverage their expertise to create tailored plans that address each client's unique needs. Their focus on long-term thinking and generational wealth preservation ensures that their clients are equipped to build a lasting legacy.

Sequoia Financial Group fosters a culture centered around integrity, passion, and teamwork, prioritizing both client and employee satisfaction. They emphasize a collaborative environment where team members are encouraged to grow professionally, feel empowered, and are provided with the resources and support to excel. The company demonstrates a commitment to work-life balance and values a unified trust among its employees, promoting open communication and a sense of belonging.

Sequoia Financial Group strongly emphasizes diversity, equity, and inclusion as core values, reflected in their commitment to building a culture of trust, respect, and collaboration. Their commitment extends to both internal and external stakeholders, recognizing the importance of a diverse workforce to deliver comprehensive wealth management services and create superior client experiences. They actively promote diversity within their teams and leadership positions, recognizing the value of different perspectives and experiences in providing tailored solutions to a broad client base.