Business Details
35 Years
experience
Sequoia Financial Group | Wealth Management Services
We have been enriching lives since 1991 through enduring financial planning strategies. Today we manage over $32 billion in investment assets for our clients. Our consistent organic growth, three times the industry average, has earned recognition from Barron's as a top wealth manager since 2018. Under the leadership of Chairman and CEO Tom Haught, we structure our firm to deliver a unique approach to financial planning and client relationships. We serve clients across the wealth continuum, helping individuals and families advance their chosen future. Our firm is built and resourced to serve you and your family now and tomorrow. Through our Sentinel Family Office we serve families of exceptional means with long-term thinking, comprehensive planning, and robust investment capabilities.Using our BUILT FOR YOU approach, we take the time to understand your goals, values, and priorities before building a personalized strategy that integrates investments and all key wealth-planning disciplines. Our dedicated advisory teams guide your unique financial journey by blending personalized service with innovation to deliver an exceptional experience. We measure our success by the success of our clients and consider it a privilege to partner with families on their wealth-management journey. We look forward to meeting you and hearing your story.
Services
Investment Management
Retirement Planning
Estate Planning
Tax Planning
Risk Management
Charitable Giving
Family Office Services
Specialized Planning
Details
- Year established: 1991
Highlights and features
- We have enriched lives since 1991.
- We manage over $32 billion in investment assets.
- Our growth is three times the industry average.
- Recognized by Barron's as a top wealth manager since 2018.
- We act as a fiduciary, putting your interests first.
People
Tom Haught
Chairman & CEO
Tom Haught serves as Chairman and CEO of Sequoia Financial Group, focusing on building a team of talented professionals to deliver comprehensive wealth management services and a unique approach to financial planning and client relationships.
Annie McCauley
President
Annie McCauley serves as President of Sequoia Financial Group, emphasizing teamwork without ego and a laser focus on meeting client needs every day to bring consistent joy through collaborative service.
Questions
What is integrated wealth management?
Integrated wealth management combines investments, retirement, tax, estate, risk, and charitable planning into a single coordinated strategy that works together to support your long-term financial goals.
How do I choose a financial advisor?
Choose an advisor who acts as a fiduciary, takes an approach, understands your goals and financial picture, and integrates investments, tax, retirement, estate, and risk management into a coordinated plan.
What is a fiduciary financial advisor?
A fiduciary financial advisor is legally and ethically required to act in your best interest, making recommendations based on your goals and financial well‑being, not on commissions or outside incentives.
Can Sequoia Financial Group work with clients in any state?
Yes. We serve clients across the United States, including all 50 states and Washington, D.C., through virtual planning relationships that deliver integrated wealth management guidance wherever you live and work.
What makes Sequoia different from other wealth management firms?
We use a BUILT FOR YOU approach, collaborating across disciplines to create an integrated wealth strategy for short‑ and long‑term goals, maintaining one coordinated plan rooted in a fiduciary commitment.
