William Venter, AGT - Sequoia Financial Group

Sequoia Financial Group, through its Sequoia Sentinel division, provides comprehensive wealth management services tailored to families of exceptional means. Their dedicated team emphasizes long-term planning, asset management, and wealth preservation, ensuring that clients receive personalized strategies and robust investment capabilities designed for enduring success. With a holistic approach to financial planning, Sequoia Sentinel assists clients in defining their financial goals, structuring family governance, and navigating the complexities of wealth management. Their proactive, data-driven investment approach and commitment to client education empower individuals and families to secure their financial futures across generations. Generated from the website

Jentner Wealth Management is a nationally recognized fee-only financial advisor based in Akron, Ohio, serving families across the United States. With a commitment to prudent investing and comprehensive financial planning, Jentner helps clients preserve and build their financial legacies through customized, evidence-based strategies. As a fiduciary advisor, Jentner always puts clients' needs first, providing secure and transparent investment management that is globally diversified and focused on long-term goals. With a track record of providing personal attention and prudent financial advice, Jentner Wealth Management has gained recognition for its commitment to advancing clients' values, goals, and dreams. By utilizing a proactive and transparent approach, Jentner ensures that clients have complete control and access to their funds, while offering peace of mind through the time-tested strategy of passive investing.Generated from the website