OUR INSIGHTS

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

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Sequoia Financial Group Acquires Colorado Wealth Manager Quish

AKRON, Ohio and BOULDER, Colo., Oct. 21, 2026 – Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with more than $36 billion in assets under management as of September 30, 2026, has acquired Quish, a Boulder, Colorado-based independent family office and wealth management firm. Mariah Quish,…

by Sequoia Financial Group
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Navigating Year-End Compensation Decisions

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by Sequoia Financial Group
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Donor-Advised Funds vs. Private Foundations: Which Is Right for Your Legacy?

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by Sequoia Financial Group
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More Than Money: Estate Planning Conversation Starters

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by Sequoia Financial Group
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From Savings to Strategy: Turning Idle Capital Into Purpose-Driven Wealth

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by Sequoia Financial Group
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Family Governance in the Age of Cyber Threats: Keeping Next-Gen and Aging Parents Safe Online

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by Sequoia Financial Group
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Beyond Financial Planning: The Power of Advocacy and Community

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by Sequoia Financial Group
M&A

Sequoia Financial Group Acquires $2.3 Billion RIA BSW Wealth Partners, Deepening Colorado Presence

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by Sequoia Financial Group
M&A

Sequoia Financial Group Acquires All Star Financial, Expanding Upper Midwest Presence and Tax Planning Depth

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by Sequoia Financial Group
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The Midterm Year Roadmap: What History Tells Us About 2026

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by Sequoia Financial Group
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Aligning Investments with Your Personal Purpose

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by Sequoia Financial Group
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2025 Market Review

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by Sequoia Financial Group
M&A

Sequoia Financial Group Strengthens California Foothold, Acquires Sterling Financial Group

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by Sequoia Financial Group
Insights

Private Markets — October 2025

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by Sequoia Financial Group
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Protected: Navigating 2026 Tax Changes: Strategic Opportunities for Families with Special Needs

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