Our Services

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 and 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.

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

  • Wealth Management
  • Corporate Retirement Plans
  • Estate Planning
  • Non-Qualified Retirement Plans
  • Long Term Health Care Plans
  • Business Succession Plans

As an independent family office, 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.