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Skip to content SEQUOIA SENTINEL CLIENT LOGIN * Family Office * Services * Asset Management * Wealth Planning * Insights * About Us * Our Story * Our Team * Careers * Contact 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. LEARN MORE 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 Read More SPEAK TO A WEALTH PLANNING EXPERT TALK NOW 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 LEARN MORE SEQUOIA INSIGHTS VIEW ALL 3Q/23 EARNINGS ROLL TOWARD FIRST YOY QUARTERLY GROWTH SINCE 3Q/22 IS THE “GOLDILOCKS” SCENARIO STARTING TO PLAY OUT? EQUITY MARKETS STRUGGLING TO MAINTAIN THEIR FOOTING 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 3Q/23 EARNINGS ROLL TOWARD FIRST YOY QUARTERLY GROWTH SINCE 3Q/22 IS THE “GOLDILOCKS” SCENARIO STARTING TO PLAY OUT? EQUITY MARKETS STRUGGLING TO MAINTAIN THEIR FOOTING A MERRY CHRISTMAS WITH A SANTA CLAUS RALLY? RECORD-SETTING RALLY CONTINUES EQUITIES ON SIX-WEEK WINNING STREAK 1 2 3 4 5 6 7 8 9 10 SUBSCRIBE TO SEQUOIA INSIGHTS Stay informed with our in-depth thought leadership ONE-ON-ONE SESSION TALK TO AN ADVISOR 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. GET STARTED FOLLOW US 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 MENU LINKS * Home * Family Office * Wealth Planning * Asset Management * Expert Insights * About Us * Our Team * Careers * Contact * First Responders © 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 SUBSCRIBE TO Expert INSIGHTs SUBSCRIBE TO INSIGHT Sequoia Financial Group