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What is happening?

We are thrilled to announce the completion of the merger of WEALTHSTONE ADVISORS with Sequoia Financial Group. Our firms have united around the mission of Enriching Lives™ by building enduring relationships and providing excellence in client service. We have joined forces under the brand of Sequoia Financial Group to forge a greater future, for our clients and our teams.

What are the benefits?

Through the merger, clients will benefit from our deeper bench of talent, offering a greater diversity of expertise available to develop creative solutions tailored to their individual financial goals. The increased scale of our combined firm will allow us to invest even more in our team, technology, and investment and planning processes. The results of these investments benefit every family we serve, and allow us to continue to enhance your experience.

What should I expect?

Together, we will continue to offer excellence in service and enduring relationships, coupled with the added benefits provided by Sequoia’s cutting-edge technology and an enhanced ability to offer creative solutions tailored to our clients’ individual goals.

Will I still work with my WEALTHSTONE Team?

Continuity of service is important to both organizations; we’ve worked diligently to create a home and a role for each WEALTHSTONE team member. You’ll continue to be served by your WEALTHSTONE team and receive the added benefits of our combined team’s broad industry knowledge and experience. Employees will enjoy enhanced opportunities to specialize and hone their skills within our newly expanded team. We are excited about our combined future and look forward to working together.

How should I access my WEALTHSTONE Portal?

You can access your Client Portal by clicking here.

Read the Press Release