Mission and purpose
We launched Sequoia Private Client Group with Bernie Stoltz over twenty years ago, with the purpose of helping entrepreneurial dentists and veterinarians achieve their goals and dreams. Since our founding, we've worked with 117 Fortune coaches and 367 Fortune clients to provide smart and reliable financial guidance. Collaborating with Fortune coaches has helped our clients and their teams create brighter, more successful futures.
Expertise you can expect
As a boutique financial advisory firm, we deliver excellence through a clear mission and unwavering core values. Our strategists and critical thinkers empower dental entrepreneurs and professionals to build wealth through tailored, objective advice. By fostering long-term relationships, we enable our clients to focus on what truly matters - pursuing their passions, dreams, and goals with confidence.
How we add value
- Business Development
- Investment & Tax
- Wealth Transfer
- Retirement Planning
- Estate Planning
- Asset Protection
What a successful partnership looks like
A successful partnership with Northeast Sequoia Private Client Group focuses on long-term financial clarity and wealth creation. Through education, strategic planning, and collaboration with Fortune coaches, clients develop strong money mindsets and actionable financial strategies—supporting financial freedom, legacy planning, and multigenerational wealth.
Unlock industry-leading benefits and savings
Request a discovery call to learn more about how Fortune partners can better serve you.
