Built for You

Drawing upon the depth, breadth, and diversity of our team, we personalize each advisory team to meet the unique needs of your family.

We’ve built a team culture where advisors and planning specialists can focus on their particular clients, bringing integrated depth to our advice and asset management, all working from a custom technology platform accelerating our ability to serve.

Who We Serve

We serve families of significant wealth ($25 million in investable assets and above) who will benefit from our full suite of wealth management and family office services.

• Private Business Owners
• Multi-Generational Wealth
• Trustees
• Family Offices
• Foundations

What to Expect

Portfolio Strategy & Investment Management

Our portfolio team serves the growth and preservation of your wealth by offering research and managed investments.

Next Gen Advising & Family Education

We provide advisory services to each generation of your family, and partner with them to become responsible stewards of your family’s wealth across generations.

Tax-Aware Wealth and Estate Planning*

In coordination with our partner specialists, we help facilitate future outcomes for your planning decisions, mapping the potential effects on your tax and estate plans to facilitate coordinated and intelligent decision-making.

Fiduciary Advice & Transparent Reporting

As Fiduciaries, we are legally bound to act exclusively in our clients’ best interests. Compensation is never determined by how or with whom we invest. Performance and fees are reported to you on a consolidated basis regardless of custodian.

Philanthropic Gifting

We partner with you to develop philanthropic planning that fulfills your values and your long-term financial interests, balancing your tax, estate, and wealth planning priorities across generations.

Trustee Support Services

Using our unique reporting capabilities and consultative approach we help trustees perform their duties efficiently and professionally.

Our Team

Sequoia’s team of family wealth advisors works as an independent advocate for your family, striving to provide clarity and drive results.

Chris Creahan
Liz De Nitto
AEP®, EA, CFP®
Tom Haught
CFP®, ChFC®
Debra Kocourek
Don Laubacher
CFP®, CPA, AEP®
Lori Lyons
MBA
Annie McCauley
CFP®
Kevin McPeek
CFP®, CEPA
Angela Neumann
CFP®, CAP®, MSFS
Taylor Papiernik
CFP®
Brian R. Stertzer
CFP®, CPA (inactive)
Dave Stribula
CFP®
Kelli Thomas
James K. Thompson
Jim Wyland
CHFC®
Al Yambor
CFP®, CEPA®

Latest Updates

Family Wealth Update: Picnics & Preparedness for Your Graduate

It’s a weekend afternoon and you’re overcome by the smell of fresh cut grass and burgers on the grill. Balloons are tied to mailboxes, backyard tents are filling with people and neighborhood streets are lined with parked cars. The sounds of laughter give way to the blare of late-night...

Latest Updates

Equity Compensation: What Are My Options?

Congratulations! You’ve climbed the corporate ladder to the point where you now qualify for equity compensation. Whether a start-up company or well-established corporation, your organization recognizes that your success impacts the company’s success. Granting stock ownership is a great...

Latest Updates

Quarterly Review: What the Great Capital Market Repricing of 2022 Means for 2023

The year 2022 is one for the history books as inflation not seen since the 1980s drove the Federal Reserve to hike interest rates at a record pace.[i] We also saw Russia begin its invasion of Ukraine, the persistence of the COVID-19 virus, and China’s appointment of Xi Jinping to an...
LOCATIONS
  • Akron, OH - Headquarters
  • Tampa, FL
  • St. Clair Shores, MI
  • Troy, MI
  • Beachwood, OH
  • Cleveland, OH
  • Columbus, OH
  • Mayfield Heights, OH
  • Hilton Head, SC

© 2022 Sequoia Financial Advisors, LLC

The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax preparation is done by a 3rd party and not Sequoia Financial Group. We offer fixed, tiered and custom fee schedules based on what best suits our clients’ needs. Fee schedules can vary by client and situation.

Family Wealth | Sequoia Financial Group

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