Sequoia Financial Group

Sequoia Financial Group, located at 5480 Corporate Drive in Troy, Michigan, is a finance and legal institution dedicated to serving clients across the wealth continuum. Our team of experts helps individuals and families advance their chosen future by providing comprehensive planning, robust investment capabilities, and personalized wealth plans. We prioritize preserving your legacy and ensuring that your wealth endures for generations to come.

Our specialized Wealth Planning team takes a holistic approach to your finances, delivering personalized strategies and comprehensive financial analysis. We employ a data-driven investment approach to achieve results for you, continuously evaluating the investment landscape. Our Family Office advisors work together to provide the right resources at the right time, aiming to deliver lasting results for generations to come.

We understand the importance of family governance and communication in preserving wealth for future generations. Our advisors assist clients in defining family values, creating governance structures, facilitating family meetings, providing financial education, and aligning philanthropic goals. We emphasize the importance of values and traditions alongside financial wealth.

Our in-house Wealth Planning team creates comprehensive financial plans tailored to your unique goals and circumstances. We prioritize building a plan that is truly "Built for You," starting with a deep conversation during an initial consultation. Our team is dedicated to helping you achieve your financial objectives and navigate different life stages with confidence.

At Sequoia Financial Group, we offer independent investment solutions that are in your best interests. Our Investment Research team manages custom solutions across asset classes to build an investment plan unique to you. We provide professional guidance and regular reviews to help you navigate the complexities of investing with clarity and confidence.

Whether you're just starting out, passing down your business, or retiring, we are here to support you every step of the way. Let's build your future together with a company built for your needs—now and tomorrow. Contact us to get started on your wealth journey.