OUR INSIGHTS

Updates, news, articles, and the latest Market Outlook from Sequoia Financial Group.

Insights in

M&A

by Sequoia Financial Group
M&A

Sequoia Financial Group Strengthens California Foothold, Acquires Sterling Financial Group

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by Sequoia Financial Group
M&A

Sequoia Financial Group to Acquire The Martin Worley Group, Utah-based Wealth Manager

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by Sequoia Financial Group
M&A

Sequoia Financial Group to Acquire Carlson Capital Management, $3.8 Billion Wealth Manager

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by Sequoia Financial Group
M&A

Sequoia Financial Group Acquires Charleston-based Family Asset Management

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by Sequoia Financial Group
M&A

Sequoia Financial Group and Top 20 Accounting Firm Eide Bailly Form Wealth Management Partnership

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by Sequoia Financial Group
M&A

Sequoia Financial Group Acquires Karpas Strategies; Wealth Manager Will Become Part of the Sequoia Sentinel Family Office

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by Sequoia Financial Group
M&A

Sequoia Financial Group Recognized in Top 10 of “Best Financial Advisory Firms 2024” by USA Today, Statista

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by Sequoia Financial Group
M&A

Sequoia Financial Group Acquires Houston-based AltruVista, Expanding Wealth Management Services for Entrepreneurs

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by Sequoia Financial Group
M&A

Sequoia Financial Group to Acquire Nashville-based M Capital Advisors, Expanding Wealth Management Services

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by Sequoia Financial Group
M&A

Sequoia Financial Group to Acquire Affinia Financial Group, Wealth Manager Offering Specialized Planning Services to Families with Special Needs

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