SEQUOIA FINANCIAL GROUP

Sequoia Financial Group, LLC, founded in 1991, takes a client-centered approach to providing wealth management services, including asset management, estate and retirement planning, fiduciary consulting, and family wealth. Sequoia builds and maintains strong relationships that emphasize long-term planning to help clients reach their financial and life goals. Sequoia was named by Barron's as one of the top RIA firms in the U.S. in 2023 for the fifth consecutive year. Sequoia had more than $19.3 billion in assets under management as of June 30, 2024... Since 1991, Sequoia Financial Group has been enriching lives through planning that endures. Today, we manage over $19 billion in investment assets. Due to our consistent organic growth-three times the industry average-and the depth and breadth of our services, Sequoia has been recognized by Barron's as a top wealth manager since 2018... Karpas Strategies is now part of Sequoia Financial Group. OUR GOAL Deliver clients enhanced services..

Primary location: Aberdeen United States