Sequoia Financial Group

Sequoia Financial Group offers comprehensive financial planning, personalized wealth management, and sophisticated investment strategies. The firm delivers robust asset management and strategic wealth planning, complemented by Sequoia Sentinel, a dedicated family office for ultra-high-net-worth clients. They apply a comprehensive, data-driven approach to construct enduring financial frameworks.

Thomas Haught founded Sequoia Financial Group in 1991, establishing the firm on a distinctive team-based approach to client relationships and financial guidance. Haught's insight centered on the belief that enduring planning enriches lives, driving the company to provide holistic financial solutions. This foundational principle consistently shapes Sequoia’s operational philosophy.

The company serves individuals and families across the wealth continuum, ranging from those seeking personalized direction to ultra-high-net-worth families needing specialized services. Sequoia Financial Group’s vision is to empower clients to achieve their desired financial future and preserve their legacies, ensuring lasting financial well-being for generations.