Sequoia Financial Group

Sequoia Financial Group is a wealth management firm that combines investment management, retirement planning, estate planning, tax planning, risk management and charitable giving into one coordinated plan. Its team-based model pairs clients with advisors from several disciplines, and the firm also offers specialized planning for business owners, executives, first responders, physicians and families caring for a loved one with special needs. Sequoia Sentinel, its family office, serves families of substantial means.

Planning starts with a conversation about your goals, values and priorities, after which the team builds a personalized strategy. The Beachwood office is at 2000 Auburn Drive, and clients can also work with the team virtually. The firm serves clients across the United States, including Washington, D.C. Its advisors act as fiduciaries, and Barron's has listed the firm as a top wealth manager since 2018.