The grove of stunning giant sequoia trees pictured above is both the inspiration for and the namesake of Sequoia Capital Management. The giant sequoias date back to the dinosaurs – the Jurassic Period nearly 200 million years ago. With their massive trunks, sky-scraping height, and life spans of more than 3,000 years, they are the largest living organisms on earth, evoking a sense of awe and wonder in all who behold them. Wildlife seek shelter under the canopies of these giant sequoias, which is precisely what we offer our clients – shelter from risky investments, market volatility, inflation, spiraling healthcare costs, and assaults on your standard of living.

As an independent family office Headquartered in Toledo, OH, our emphasis centers on the needs and welfare of our clients. We use real-world solutions, proven strategies to manage your financial future. Our independence allows us to utilize the most cutting edge investment platforms and provides access to the top companies in the marketplace.


  • Wealth Management
  • Estate Planning
  • Corporate Retirement Plans
  • Personal & Business Insurance Solutions
  • Non-Qualified Retirement Plans
  • Long-term Health Care
  • Business Succession Plans

Contact Sequoia

For an appointment or further information on any of our services, please call us:

419-841-9021 Office

Brady Grimm: 419-392-2397
Adam Szuch: 419-340-3919
Jolee Mickesh: 419-841-9021