Sequoia Financial Group is a wealth management firm founded in 1991, managing over $19.3 billion in assets. They offer comprehensive services including asset management, estate planning, and family wealth management. Their target audience includes individuals, families, and businesses across the wealth continuum. The unique selling proposition is their client-centered approach, emphasizing long-term planning and strong relationships. They are recognized as one of America's top RIA firms by Barron's, highlighting their expertise and commitment to client success[3][5].