AKRON, Ohio – Sequoia Financial Group is proud to announce its acquisition of GHD Wealth Management headquartered in St. Clair Shores, Michigan. Sequoia Financial Group provides integrated financial planning and wealth management services, including asset management, estate & retirement planning, fiduciary consulting, family wealth and corporate services.
“We are thrilled to combine our Firms - it only enhances our ability to increase our client service and offerings. That coupled with the similar culture made the decision an exciting step in the growth strategy for our Firm,” said Tom Haught, President of Sequoia Financial Group. “We are excited to be part of the resources, strength and depth of Sequoia in supporting our advisory team and clients in Detroit,” said Mike Lorenz, Managing Member of GHD Wealth Management.
The combined Firm will have revenue greater than $10 million and more than 45 employees. GHD Wealth Management will be adopting the Sequoia Financial Group name, effective March 1.
Both Firms have an award-winning history to draw on - in addition to their advisors’ professional achievements, such as being one of a select handful of independent advisors nationwide to serve on Schwab’s National Advisory Board; serving on the ValMark Securities, Inc. National Advisory Board; serving on Schwab’s Retirement Business Services Trust & Custody Advisory Board; and other individual honors, financial advisory board appointments and college professorships.