by WEALTHSTONE ADVISORS | WSA News
Sequoia Financial Group, LLC (Sequoia) and WEALTHSTONE ADVISORS (WEALTHSTONE) today announced they have entered into a definitive agreement to merge their businesses. The combined firm will be based in Akron, Ohio, and operate under the Sequoia brand. Together,...
by WEALTHSTONE ADVISORS | WSA News
Hello. My name is Norm Cook, President and CEO of WEALTHSTONE ADVISORS, and today I have some very exciting news to share with you. Over the past two and a half years, our firm has more than doubled our assets under management to $1.4 billion. And I’d like to...
by WEALTHSTONE ADVISORS | WSA News
WEALTHSTONE ADVISORS is honored and proud to be sponsoring the Women’s Small Business Accelerator Annual Pitch Competition. This year’s theme is THINK BIG. PLAN BIG. DO BIG. The WSBA is a non-profit accelerator founded by successful women business owners for...
by WEALTHSTONE ADVISORS | WSA News
2020 was a year with challenges, it was also a year of opportunity, growth, and patience. Our Investment Committee remained diligent and intentional as we navigated investment management for our clients and their families. Our methods generated more opportunities to...
by WEALTHSTONE ADVISORS | WSA News
“As we look toward 2021, we have great optimism. The performance of individuals – people, has been resilient. We’ve seen people adapt, modify, and adjust. And, that really is the human spirit. It is the condition of our soul.”Norm Cook, President and CEO...
by WEALTHSTONE ADVISORS | WSA News
What a year it has been.While there has been much uncertainty as our lives were upended by a once-in-a-century global pandemic, we are choosing to reflect on the amazing professional and personal high points of this year. Professionally, we take great pride in...
