Sequoia Financial Group
Sequoia Financial Group, founded in 1991, manages over $17 billion in assets and offers a comprehensive range of services including asset management, wealth planning, and specialized financial services for high-net-worth individuals and business owners.
Company History
Sequoia Financial Group was founded in 1991. Over the past three decades, the company has grown to manage over $17 billion in investment assets. With a focus on wealth management, it has steadily expanded its services and geographical footprint across the United States.
Services
Sequoia Financial Group provides a comprehensive range of services which include asset management, wealth planning, family office services, and insights. They specialize in financial planning and wealth integration services tailored specifically for high-net-worth business owners and families. Their proprietary Wealth Integration System for Entrepreneurs is a notable offering.
Locations
Sequoia Financial Group operates multiple office locations across the United States. The headquarters are in Akron, OH. Additional offices are located in 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; and Troy, MI.
Recognition
Sequoia Financial Group has been recognized by Barron's as a top wealth manager every year since 2018. This recognition underscores the company's commitment to service excellence and its standing within the wealth management industry.
Acquisition of AltruVista
Sequoia Financial Group acquired Houston-based AltruVista, a strategic move that expanded its wealth management services for entrepreneurs. This acquisition enabled Sequoia to enhance its service offerings and cement its presence in the entrepreneurial wealth management arena.