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Sequoia Financial Group, LLC, founded in 1991, takes a client-centered approach to providing wealth management services, including asset management, estate and retirement planning, fiduciary consulting, and family wealth. Sequoia builds and maintains strong relationships that emphasize long-term planning to help clients reach their financial and life goals. Sequoia was named by Barron’s as one of the top RIA firms in the U.S. in 2024 for the sixth consecutive year. Sequoia had more than $22.6 billion in assets under management as of December 31, 2024. For more information, visit www.sequoia-financial.com.

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.

On September 18, 2024 Sequoia placed 28th on the Barron’s list for the year 2024 (41st in 2023, 48th in 2022, 66th in 2021, 64th in 2020 and 47th in 2019). Barron's weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based off a 102-question survey. Investment performance isn't an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment-picking abilities. No fees in any years awarded were paid or incurred to receive this recognition. $18,950 was spent in 2023, $6,940 was spent in 2022, $8,500 was spent in 2021, $0 in 2020, and $17,240 in 2019 for marketing collateral associated with the award to be used on social media, our website, and email signatures. To view the full Barron's rankings, click here.

Carlson Capital Management is an ideal integration partner because of its deep experience in working with individuals, families, and professionals. Their approach to nurturing these relationships stood out to Sequoia. This partnership is intentional and is part of a vision to continue to offer excellence to their clients while expanding opportunities and depth through a greater range of available services.

Sequoia offers a breadth and depth of Family Office services that will expand planning and investment opportunities for Carlson Capital Management's clients. They will bring additional Sequoia personnel into these relationships when the client experience would benefit from specialized supplementary services.

Clients will continue to experience the exceptional service they have come to expect but with additional resources and an expanded scope of services. The transition and the changes will come in the form of access to financial planning services and an expanded array of investments. This acquisition is the next phase of Carlson Capital Management's promise to continually advance the depth of resources available.

Sequoia Sentinel is a boutique family office within Sequoia Financial that is dedicated to supporting the unique needs of ultra-high-net-worth (UHNW) individuals and families. Sequoia Sentinel was launched in the fall of 2023 as the next evolution of the customized services and advisory teams Sequoia Financial offers to UHNW clients, including technical proficiency in areas that specifically affect individuals with substantial family wealth. Sequoia Sentinel clients typically have a minimum account size of $25 million. Sequoia Sentinel represents more than half of Sequoia Financial Group’s assets under management.