Sequoia Financial Group is a wealth management firm offering asset management and comprehensive financial planning services, including estate and retirement planning, fiduciary consulting, and family office services. Catering to a diverse clientele, the company emphasizes long-term strategies and personalized solutions to preserve and grow wealth. Founded in 1991, Sequoia is recognized for its industry expertise and has a notable presence with offices across the United States.
- Wealth Management
- Financial Planning
- Asset Management
- High Net Worth Advisory
- Life Planning
Recent Transactions involving Sequoia Financial Group
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
Sequoia Financial Group Acquires Karpas Strategies; Wealth Manager Will Become Part of the Sequoia Sentinel Family Office |
Karpas Strategies |
Sequoia Financial Group |
Wealth Management | |
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