LP Profile

Sequoia Financial

Multi Family Office (MFO)Akron, United States
Akron
Headquarters
Investment Focus

About Sequoia Financial

At Sequoia Financial Group, our financial advisors offer comprehensive wealth management services including financial planning, asset management, estate and insurance planning, corporate 401(k)/retirement plan guidance, fiduciary consulting, executive compensation planning, and family wealth 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.

Preferred Investment Types

PhilanthropyInvestment FundsPrivate EquityVenture CapitalJoint Venture/Partner

Preferred Sectors & Themes

ETFsInvestment ManagementEquity/Mutual FundsCharitable InvestmentsRetirement PlanningLegal & Tax ServicesTrust ManagementWealth & Estate PlanningBusiness & Administrative Services FinanceTraditional Investments (Liquid Assets)Financial ServicesHigh-Level SectorsNon-ProfitCommercial & Professional ServicesProfessional Business Services

Preferred Geographies

United States
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FAQ

Frequently asked questions

What type of investor is Sequoia Financial?

Sequoia Financial is a multi family office (mfo) based in Akron, United States.

Where is Sequoia Financial headquartered?

Sequoia Financial is headquartered in Akron, United States.

What does Sequoia Financial invest in?

Sequoia Financial focuses on Philanthropy, Investment Funds, Private Equity, Venture Capital, Joint Venture/Partner, ETFs, Investment Management, Equity/Mutual Funds.

How can I contact Sequoia Financial?

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