Planning That Endures

Client-centered wealth planning: your financial goals, our expertise.

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Enriching Lives For Over Three Decades.

At our firm, we prioritize your financial well-being. Our dedicated Wealth Planning Team is here to create custom-tailored plans specifically for you, ensuring your unique needs and goals take center stage in the planning process."

Heather Welsh

Vice President, Wealth Planning

Tailored Wealth Planning Solutions

Our clients deserve to work with a collaborative team of specialists. Advisors are supported by a team of Wealth Strategists and Wealth Planners with broad, deep industry knowledge.

Our interactive planning approach includes both comprehensive and modular solutions to meet your specific needs. These span all common planning subject areas plus specialized experience in estate planning, closely-held entities, executive compensation, and special needs planning.

Clients receive a complimentary planning consultation. For more dynamic circumstances, planning fees vary based on complexity.

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EXPERT INSIGHTS

Stay informed with in-depth wealth planning insights. Explore key topics such as financial strategy, estate planning, and tax optimization. Our comprehensive analysis and strategic guidance are tailored to equip you with a deep understanding of wealth management dynamics.

How should I approach tax planning in relation to my investment portfolio and long-term goals?

It all starts with a review of your most recent tax return to evaluate what tax planning strategies may be a fit for your personal circumstances. Effective tax planning can have a meaningful impact on your overall net worth and desired legacy. At Sequoia, we work closely with our clients to explore all relevant strategies to mitigate tax consequences. This is a process we engage in continually on behalf of our clients, taking into account any legislative updates or changes to a client’s individual or family situation.

The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax preparation is done by a 3rd party and not Sequoia Financial Group.

How do I create a comprehensive financial plan?

Creating a comprehensive financial plan that is truly "Built for You" is at the heart of our wealth planning services. We understand that every individual or family has unique financial goals, circumstances, and aspirations. That's why our approach is personalized from the very beginning. It all starts with a deep conversation during an initial consultation. We take the time to understand your financial objectives, risk tolerance, and specific needs. This forms the foundation of your plan.

How can I set and prioritize financial goals for different stages of my life?

Navigating different life stages requires a thoughtful approach to financial goal setting and prioritization. At Sequoia Financial Group, we're here to help you every step of the way:

Assessment: We begin by assessing your unique circumstances, including your current financial situation, aspirations, and life stage.
Identification: Together, we identify specific financial goals for each life stage, such as homeownership, education funding, retirement planning, and legacy objectives.
Prioritization: We work with you to prioritize these goals based on their importance, urgency, and alignment with your values.
Customized Strategies: Our experts design tailored financial strategies that match your goals and resources, ensuring they are achievable.
Regular Reviews: We maintain ongoing reviews to adapt your financial plan as you transition through various life stages, ensuring it remains relevant and effective.
Financial Education: We provide you with the knowledge and tools you need to make informed financial decisions and stay on track.
Dedicated Support: Our team offers continuous support, addressing your questions and concerns as they arise.

by Sequoia Financial Group

Wealth Planning

Choices, Choices: Should I Pay Off the Mortgage or Invest?

Solutions tailored to each client’s specific needs.

IN-HOUSE SOLUTIONS

Financial Independence Planning

Tax Planning

Taxes can have a significant impact on wealth accumulation. We work with you to evaluate tax-planning opportunities that are focused on your personal circumstances and that are reflective of your goals and the legislative environment.

Estate Planning

Taking care of your family’s assets with proper estate planning documents is core to the wealth planning process. Proper estate planning is both necessary and attainable for everyone and focuses on the major threats to family assets: