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SEQUOIA SENTINEL
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BUILT
FOR YOU

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

TALK TO AN ADVISOR




PLANNING THAT ENDURES

Build your future with a company built and resourced for your needs—now and
tomorrow.


FAMILY OFFICE SERVICES



Sequoia Sentinel serves families of exceptional means through long-term
thinking, comprehensive planning, and robust investment capabilities. We
prioritize preserving your legacy.

WEALTH PLANNING

Our specialized, in-house Wealth Planning team takes a holistic approach to your
finances, delivering comprehensive financial analysis, personalized strategies,
and a built-for-you wealth plan you can put into action right away.

ASSET MANAGEMENT

Our team of investment experts is committed to achieving results for you. We
employ a data-driven approach, meticulously and continuously evaluating the
investment landscape.


FAMILY OFFICE SERVICES

Our highly experienced team of Family Office advisors work together, leveraging
their individual strengths and combined experiences, to provide you with the
right resources at the right time. This proactive approach aims to deliver
lasting results for generations to come.

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How can I preserve and grow my family's wealth for future generations?Expand

Studies show that only about 30% of family wealth survives to the second
generation, and only 10% make it to the third. This is where our family office
plays a crucial role.

We strive to ensure our clients preserve their wealth for the next generation
through strategic planning and expert guidance. Sequoia Sentinel serves as a
dedicated partner, helping you navigate the complexities of wealth management.

What is the most effective way to structure our family governance and
communication processes?Expand

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. Our advisors assist clients in defining family values,
creating a family constitution, establishing governance structures and roles,
facilitating family meetings, providing financial education, addressing trusts
and estate planning, aligning philanthropic goals, and emphasizing the
importance of values and traditions alongside financial wealth.

What is differentiated about Sequoia Sentinel's investment approach?Expand
 * We provide our clients with access to a broad range of asset classes across
   sectors including private equity and private debt
 * We provide research coverage and recommendations on legacy positions and
   external opportunities.
 * We report asset balances and investment performance on a consolidated basis
   across multiple custodians.


INSIGHTS FROM SEQUOIA SENTINEL

by Christian Seybert
Family Office


PRIVATE AVIATION: 4 OPTIONS TO CONSIDER BEFORE TAKING OFF

Read More
by Liz De Nitto
Family Office


FAMILY EDUCATION: WHY ALIGNING ON VALUES IS CRITICAL TO SUSTAINING GENERATIONAL
WEALTH

Read More



WEALTH PLANNING

Whether you're focused on safeguarding your wealth, reducing risks and
maximizing tax benefits, or ensuring financial security for your loved ones, our
specialized, in-house Wealth Planning team draws from deep knowledge and
expertise to build a comprehensive wealth plan that helps you achieve your
objectives.

How do I create a comprehensive financial plan?Expand

Creating a comprehensive financial plan that is truly "Built for You" is at the
heart of our wealth planning services. We understand that every individual or
family has unique financial goals, circumstances, and aspirations. That's why
our approach is personalized from the very beginning. It all starts with a deep
conversation during an initial consultation. We take the time to understand your
financial objectives, risk tolerance, and specific needs. This forms the
foundation of your plan.

How can I set and prioritize financial goals for different stages of my
life?Expand

Navigating different life stages requires a thoughtful approach to financial
goal setting and prioritization. At Sequoia Financial Group, we're here to help
you every step of the way:

 1. Assessment: We begin by assessing your unique circumstances, including your
    current financial situation, aspirations, and life stage.
 2. Identification: Together, we identify specific financial goals for each life
    stage, such as homeownership, education funding, retirement planning, and
    legacy objectives.
 3. Prioritization: We work with you to prioritize these goals based on their
    importance, urgency, and alignment with your values.
 4. Customized Strategies: Our experts design tailored financial strategies that
    match your goals and resources, ensuring they are achievable.
 5. Regular Reviews: We maintain ongoing reviews to adapt your financial plan as
    you transition through various life stages, ensuring it remains relevant and
    effective.
 6. Financial Education: We provide you with the knowledge and tools you need to
    make informed financial decisions and stay on track.
 7. Dedicated Support: Our team offers continuous support, addressing your
    questions and concerns as they arise.

by Will Gandert
Wealth Planning


THE COST OF DEFERRING

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SPEAK TO A WEALTH PLANNING EXPERT

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ASSET MANAGEMENT SOLUTIONS

Everything we do is built around delivering you results. Our investment approach
is 100% independent, which means we always select investments that are in your
best interests.

What is my risk tolerance, and how should it influence my investment
choices?Expand

Your risk tolerance is a pivotal factor in shaping your investment decisions. At
Sequoia Financial Group, we recognize that it's influenced by various factors,
including your financial goals, time horizon, and emotional comfort with market
fluctuations. This ensures that your portfolio is well-suited to your individual
circumstances while striving to achieve your financial goals. Regular reviews
and professional guidance are integral to maintaining this alignment, helping
you navigate the complexities of investing with confidence and clarity.

What asset classes should I invest in (stocks, bonds, real estate, etc.), and in
what proportion?Expand

Determining the right asset classes and their proportions depends on many
factors and should be personalized to your goals and risk tolerance. Our
Investment Research team manages custom solutions across across stocks, bonds,
alternatives, and other asset classes to facilitate portfolio needs across the
wealth spectrum, building an investment plan that is unique to you.

What is differentiated about Sequoia's investment approach? Expand
 * We are fiduciaries and our investment approach is 100% independent.
 * We select investments solely based on the best interest of our clients.
 * We utilize a simple, transparent pricing model that allows us to focus solely
   on providing the best advice to our clients.



REQUEST A PORTFOLIO ANALYSIS

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SEQUOIA INSIGHTS

VIEW ALL


PRIVATE AVIATION: 4 OPTIONS TO CONSIDER BEFORE TAKING OFF


STOCKS CONTINUED THEIR WINNING STREAK


OCTOBER DATA OFFERS MORE SUPPORT FOR GOLDILOCKS SCENARIO


INFLATION NUMBERS FAIL TO MOVE MARKETS


ALL EYES ON THE LABOR MARKET: 2024 MARKET OUTLOOK


NEW YEAR NOT OFF TO A HAPPY START


A MERRY CHRISTMAS WITH A SANTA CLAUS RALLY?


RECORD-SETTING RALLY CONTINUES


EQUITIES ON SIX-WEEK WINNING STREAK


IS THE FEDERAL RESERVE REALLY DONE?


PRIVATE AVIATION: 4 OPTIONS TO CONSIDER BEFORE TAKING OFF


STOCKS CONTINUED THEIR WINNING STREAK


OCTOBER DATA OFFERS MORE SUPPORT FOR GOLDILOCKS SCENARIO


INFLATION NUMBERS FAIL TO MOVE MARKETS


ALL EYES ON THE LABOR MARKET: 2024 MARKET OUTLOOK


NEW YEAR NOT OFF TO A HAPPY START

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ONE-ON-ONE SESSION


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Whether you’re just starting out, passing down your business or retiring in
search of new adventures, we stay with you every single step of the way. Let's
get started.

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LOCATIONS

Akron, OH (HQ)
Beachwood, OH
Berwyn, PA
Burlington, MA
Cleveland, OH
Columbus, OH
Hilton Head Island, SC
Mayfield Heights, OH
Nashville, TN
St. Clair Shores, MI
San Antonio, TX
Tampa, FL
Troy, MI

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© 2024 SEQUOIA FINANCIAL ADVISORS, LLC

Investment advisory services offered through Sequoia Financial Advisors, LLC, an
SEC Registered Investment Advisor. Registration as an investment advisor does
not imply a certain level of skill or training.

 * Disclosures

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