SEQUOIA INSIGHTS

Updates, news, articles and timely market analysis from Sequoia Financial Group.

Featured Insights

by Sequoia Financial Group

Market Commentary

Equity Performance Mixed as Market Leadership Shifts Beneath the Surface

Insights, Wealth Planning

Love and Legacy: Financial Planning for a Blended Family

Wealth Planning

The Modern Wealth Management Playbook for Business Owners

Insights, Wealth Planning

Tax-Aware Investing in a Changing Policy Landscape

Market Commentary

2026 Off to Solid Start Despite Mixed Reception to Mag 7 Earnings

M&A

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

AKRON, Ohio, July 31, 2024 – Sequoia Financial Group, LLC (Sequoia Financial), a top SEC-registered wealth manager with more than $19.3 billion in assets under management as of June 30, 2024, today announced that it has acquired Karpas Strategies, LLC (Karpas Strategies), an independent investment manager…