Latest Updates

Sequoia Financial Group Announces Merger With WEALTHSTONE ADVISORS

We’re thrilled to announce that Columbus, OH based WEALTHSTONE ADVISORS is joining forces with Sequoia to provide more services, scale, and value to our clients.

Potential Prospective Tax Increases: A Look At What Might Be Coming

Caveat Emptor: This piece is not about the fairness of our tax system. This is a simple analysis of the proposed business tax plans in DC at the time of this piece. Draw your own conclusion about the...

Sequoia Viewpoint 2021

At Sequoia, we are building a sustainable firm, one that lasts longer than any one individual. We are building our firm to last for generations, enhancing our expertise, offerings and resources so...