Skip to content
An integrated approach to wealth planning that surrounds you with a team of professionals.
Overview
In addition, we extend specialized planning to business owners, executives, first responders, physicians, and families with a loved one who has special needs.
Updates, news, articles, and the latest Market Outlook from Sequoia Financial Group.
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,…