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 largely is a talent play amid a competitive market for financial advisers and wealth managers. This all comes, he said, as the pandemic contributed to some increased demand for wealth management services as clients are reminded again that external shocks to the system can occur.
Gardi & Haught, Ltd Welcomes New Attorney to Its Legal Team prweb.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prweb.com Daily Mail and Mail on Sunday newspapers.
Gardi & Haught, Ltd. Adds Two New Attorneys to Its Legal Team
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The Schaumburg, Illinois-based law firm Gardi & Haught, Ltd. announces the recent hiring of two new attorneys: Joseph Baldwin and Magdalena Gonzalez.
“My responsibility as an attorney is to advocate for my clients and to ensure that their rights are protected. I strive to obtain the most favorable outcome for my clients and to ensure that they are fully informed throughout the legal process.” SCHAUMBURG, Ill. (PRWEB) December 29, 2020 The Schaumburg, Illinois-based law firm Gardi & Haught, Ltd. announces the recent hiring of two new attorneys: Joseph Baldwin and Magdalena Gonzalez.