Company intelligence
Sequoia Financial Group
Wealth Manager. Earning Trust, Creating Plans, Delivering Results. #SequoiaFin
About Sequoia Financial Group
At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including: financial planning, asset management, estate planning, fiduciary consulting, executive compensation planning, special needs financial planning, and family office services. More importantly, we offer a way for you as an individual or business owner to take control of your financial future. We work side-by-side with you to create and work towards your financial goals, objectives, and dreams. We relentlessly strive to be your most trusted advisor. We are passionate about providing the highest level of technical proficiency within a friendly, down-to-earth and compassionate environment. Our salaried professionals work as a team and are focused on what is best for you. Our clients are our greatest asset, and we work tirelessly to earn and retain your trust and business. *Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.
Verified activity
Signals from Sequoia Financial Group
5 published signals
Research & Knowledge
Sequoia Financial Group published an article exploring how inflation, interest rates, and concentration affect conservative investments.
Reported by Sequoia Financial Group
Strategy & Corporate Development
Sequoia Financial Group acquired BSW Wealth Partners, a Public Benefit Corporation, effective August 31, 2026.
Reported by David Wolf
Strategy & Corporate Development
Sequoia Financial Group acquired BSW Wealth Partners, a Colorado-based independent wealth management firm with offices in Denver and Boulder.
Reported by Sequoia Financial Group
People
Sequoia Financial Group welcomed David Wolf and the BSW Wealth Partners team to Sequoia.
Reported by Chris Thom, CFP®
Customers & Market
Sequoia Financial Group reported 87% net income growth in the SaaS-Pocalypse period following Salesforce's flipped narrative.
Reported by Sequoia Financial Group