Sequoia Financial Group Mission


At Sequoia Financial Group, we understand that every client is unique. Money and financial planning are merely the means to a much more significant and highly personal end.  Our mission is simple:  to deliver a high standard of care in growing and protecting our clients' wealth as well as leaving a legacy for future generations.


We believe in lasting relationships.  Our clients turn to us for trusted guidance and ongoing support to help them realize their evolving financial goals. We value this trust and are committed to continuing to earn it over time. It is this enduring dedication to our clients that is the cornerstone upon which we continue to build our practice.