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 insurance firm has agreed to acquire Pinnacle Care International, a US medical intelligence and health-care navigation provider, for $85m.
The trio, Doris Neyra, Melissa Van Putten-Henderson and Relationship Manager Gina Jamurath, have close ties to Miami community.
Neyra, who was with Wells Fargo for 15 years focusing on ultra-high-net worth clients in South Florida, served on the board of directors of The Commonwealth Institute from 2014-2020, and has been involved with the United Way’s Women s Leadership Council, Big Brothers Big Sisters and Alexandra’s Angels. Henderson, who started her career at UBS from 2003 to 2005, and spent eight years as a senior investment strategist for Wells Fargo, is a mentor with Women of Tomorrow and a board member of the Children’s Home Society.
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