Austin Calvert & Flavin

Our Vision

Sequoia Sentinel empowers individuals and families to navigate their financial journey and achieve lasting wealth through tailored solutions and personalized guidance. We are driven by the belief that financial success is intertwined with achieving personal fulfillment and securing the future.

1. Family Office Services

We serve families of exceptional means with comprehensive wealth management and estate planning solutions. Our experienced team takes a hands-on approach, collaborating with you to establish goals, prioritize financial security, and manage investments for future generations.

2. Wealth Planning

Our in-house Wealth Planning team works collaboratively to create personalized financial plans that address your unique needs and aspirations. From financial analysis and risk management to estate planning and retirement strategies, we provide a holistic approach to securing your financial future.

3. Asset Management

Our investment experts employ a data-driven approach to manage your assets across asset classes, achieving optimal returns and mitigating risk. We leverage both traditional and innovative strategies to build a diversified portfolio tailored to your goals.

Our Guiding Principles

• Client-centeredity: We prioritize understanding your needs and aspirations to deliver personalized solutions.
• Integrity: We operate with transparency and accountability, upholding the highest ethical standards.
• Long-term perspective: We take a sustainable and holistic approach to wealth management, planning for the future generations.
• Collaboration: Our team of experts works together seamlessly to provide comprehensive and coordinated guidance.

What Sets Us Apart

• Family-focused approach: We prioritize understanding the specific needs and values of families.
• Custom-built solutions: Our plans are tailored to your unique financial goals and aspirations.
• Data-driven investment strategies: We leverage research and insights to optimize your wealth potential.
• Generational planning: We assist you in preserving and growing your wealth for future generations.

Our Team

Our team comprises experienced professionals with diverse backgrounds in finance, investment, and wealth management. We are passionate about empowering clients and helping them achieve financial success.