Sequoia Financial Group

1. Earning rust. Creating Plans.
Delivering Results.

2. “As president and founder of Sequoia, my goal from the very
beginning has been to structure our firm in a way that allows a
unique team-based approach to financial planning services and
client relationships. I firmly believe that building a team of
talented professionals helps to ensure we provide
comprehensive wealth management services to our clients.”
Tom Haught, President
Since the founding of our firm 2 years ago, Sequoia Financial
Group, LLC has focused on financial planning and fanatical
client service. Our mission is to help you get what you want
out of life—and we’re passionate about it. As an independent
financial services firm, our salaried, non-commission
professionals have access to a variety of solutions and
resources. That means our recommendations are based solely
on what works best for you, not us.
Our financial advisors provide comprehensive wealth
management services. But, 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 as you
progress towards your financial goals, objectives and dreams.
*Assets Under Advisement includes all assets being managed and/or advised on by Sequoia
Financial Group, LLC. This includes Sequoia Financial Advisors, LLC investment advisory
Assets Under Management, as reported on the Form ADV Part 1, in addition to applicable
assets maintained with ValMark , Inc., Sequoia Financial Insurance Agency, LLC and
other non-affiliated, third-party custodians.
Fast Facts
• Founded: 1991
• Type of Firm: Independent
Financial Services
• Locations:
Ohio - Cleveland, Akron
Florida - Tampa, Orlando
• Assets Under Advisement*:
$
(as of , 201 )
• Number of Employees:
(as of , 201 )
• Total Credentials Among
Staff (including FINRA and
insurance licensing,
designations and master’s
degrees): 1
SEQUOIA FINANCIAL GROUP
Learn more about the clients we serve, our team and our
commitment to service excellence.

3. At Sequoia, we consider your entire financial picture as we
develop strategies that align with your personal goals and
objectives. Whether you are trying to preserve wealth, mitigate risk
and maximize tax savings, or care for your family, we provide our vast
experience and insight as you work to try and reach your financial
goals. Our dynamic wealth planning process integrates all aspects of
your financial life and seeks solutions to assist you in achieving your
goals in a way that is comfortable for you.
The Planning Process
Independent of individual objectives, as a Sequoia client you will
receive a thorough analysis of your current and projected
financial position. Each of our custom-tailored plans is
created by a wealth planning team with the technical depth and
experience needed to develop an actionable strategic plan.The
analysis is progressive, and structured to grow and adapt as your
financial needs evolve.
WEALTH PLANNING
We work with you to address
your particular planning
objectives as they relate to the
following areas:
• Financial Independence
• Risk Management/
Contingency
• Estate and Wealth Transfer
• Business Succession
• Retirement Income
• Philanthropy
“Our firm has a unique approach to planning with a
dedicated Wealth Planning Department responsible for
the development of our custom-tailored plans.”
Heather Brown, Manager
Learn more about each of our wealth planning services.

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ASSET MANAGEMENT
Learn more about how we help you work toward
achieving your financial goals.

5. We offer a comprehensive range
of institutional services, some of
which include:
Fiduciary Simplicity
• Investment Fiduciary
Acceptance
• Plan Design Consulting
• ERISA-specific Investment
Process/Reporting
• Vendor Oversight/Management
• Spending Policy Management
• Liability-driven Investment
Management
Participant Solutions
• Enrollment – Group/Individual
• One-On-One Education &
Communication
• Income Distribution Education
• Financial/Executive Planning
Solutions
Sequoia’s Institutional Services can help provide organizational
leaders with the clarity and confidence to navigate a highly regulated
and increasingly scrutinized retirement plan environment. Our team
executes total plan governance via our proprietary Prudent Expert
System , which delivers both fiduciary simplicity and participant
solutions.
According to , Sequoia falls within the “Elite ”
categoryoflessthan %offirmsnationwidethathave
.Our team’s skills and
offerings encompass plan design and administration, fiduciary
governance, documentation and record retention, ERISA-
specific investing, and education and advice for both executives
and employees.
Even after the enrollment process, participants still have direct
access to the Sequoia team.
“Today, more than ever, business leaders need to focus on their
core operations to help ensure a profitable and sustainable
enterprise. We believe we can save you crucial time and improve
plan outcomes by coordinating the regulations, consulting on
investment options and executing vendor management.”
Stan Milovancev, Executive Vice President, Institutional
INSTITUTIONAL SERVICES
Learn more about the capabilities and deliverables of
our Prudent Expert System.

6. “A great story exists behind each of our clients – entrepreneurs,
executives, risk takers and leaders. With consideration for how
you got here, we look forward to helping you write
the next chapter for your family.”
Annie McCauley, Managing Director Family Offices
Sequoia’s Family Office understands the inherent complexity of
considerable wealth. Our team strives to provide clarity and drive
results, while working as an independent advocate for your family.
Sequoia’s Family Office team provides ultra high net worth
individuals and family groups customized solutions in wealth
management, planning and comprehensive reporting.
Every family has distinct objectives, business challenges and family
dynamics. As a Sequoia client, you can expect solutions as unique
as the families we represent. Our team is our greatest asset in
serving you. With depth of knowledge, attention to detail and global
perspective, we take pride in staying on the forefront of our industry.
Whether you are working to create a family office or have an
established infrastructure, Sequoia’s platform of independent
services provide a customized solution to suit your needs.
We welcome the opportunity to work with your existing team of
advisors and staff or to provide a fully outsourced solution
Our approach is based on
offering independence,
providing clarity and driving
results for the current and
future generations of your
family.
Advice
• Asset Management
• Estate / Wealth Transfer
• Insurance
• Wealth Planning
Structure
• Management
• Custodial Relationships
• Banking Relationships
Education
• Family Meetings
• Governance
• Philanthropy
Execution
• Reporting
• Planning Implementation
FAMILY OFFICE
Learn more about what we can do for your family.

7. “The SEG is about serving others - our clients, our advisors, our
teammates. Our aim is to satisfy the needs of these individuals
in the most efficient manner possible, producing quality
interactions. This team of professionals exists as
yet another resource to help you get where you want to be.”
Shaun Kapusinski, Managing Director of Operations
Sequoia is fanatical about client service. Our advisors continually
interact and communicate with clients so they receive superior
services. But we take our dedication even further by offering
another layer of support via our Service Excellence Group. This
dedicated group acts as an additional pathway to the firm’s
resources and advisors, so there is never a gap in coverage due to
conflicting schedules or unexpected needs. Our goal is to deliver
quality interactions that meet or even exceed your expectations.
As part of our continuous efforts to best serve you, each member is
rigorously cross-trained on areas throughout the firms, receives
on-going operational training, and utilizes a sophisticated
technology that provides detailed records and transparency across
the firm. Most importantly, we are in constant contact with our
advisors to ensure our client needs are top of mind.
Our Service Excellence Group
can assist you with a variety of
day-to-day needs:
• Account Balance Inquiries
• Fund Transfers
• Distribution from Accounts
• Scheduling Meetings
• General Administrative
Questions
SERVICE EXCELLENCE
Learn more about SEG and how we can help you.

8. 888.225.3777
www.sequoia-financial.com