Services

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

Sequoia Capital Management is a full-service wealth management, retirement and insurance planning firm. We focus in the following planning areas:

  • Wealth Management
  • Estate Planning
  • Non-Qualified Retirement Plans
  • Personal and Business Insurance Solutions
  • Corporate Retirement Plans
  • Group Benefits
  • Long Term Care
  • Business Succession Strategies

As an independent firm, our emphasis is on the needs of our clients, offering our clients access to a wide range of the top companies in the marketplace. This philosophy of independence, seats us at the same side of the table with you, our partners.