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The combined firm will be based in Akron, Ohio, and operate under the Sequoia brand. It will offer financial planning, wealth management, asset management and business consulting services to clients and their families. The merger is expected to close in the second quarter and financial terms were not disclosed. Wealthstone principals Jim Wyland, Norm Cook, Brian Stertzer, and Jack Zhang will become shareholders of Sequoia. Upon completion of the merger, Sequoia Financial Group will employ approximately 110 people and have more than $7bn (£5.02bn, €5.78bn) in assets. Sun Life Financial The ...

Sequoia Financial Group surpasses $7 billion in assets with Wealthstone Advisors acquisition Sequoia Financial Group surpasses $7 billion in assets with Wealthstone Advisors acquisition Thomas Haught Sequoia Financial Group of Akron has announced the acquisition of Wealthstone Advisors of Columbus in a deal that grows Sequoia to more than $7 billion in assets under management (AUM) and adds to its footprint a new office in central Ohio. Financial terms of the deal, slated to close in the second quarter, were not disclosed. Sequoia president and CEO Thomas Haught said for his firm, the merger ...