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 thank each individual and family for entrusting us to manage their wealth.
During this time frame, we have continued to add additional investment management capabilities, wealth planning services, and, of course, exceptional talent to be able to serve you. And in order to continue to grow and serve our clients with excellence, we’ve made the decision to merge with one of America’s preeminent financial services firms, Sequoia Financial Group.
In 2019, Schwab awarded Sequoia Financial Group their IMPACT Best in Business Award. This award is for their demonstration of leadership, innovation, dedication to clients, and forward thinking.
Sequoia Financial Group has also been ranked by Barron’s and Financial Advisor as one of the top 100 registered investment advisory firms in America. Combined, our firms will manage over $7 billion in client assets.
This allows us to be able to serve all of our clients with more; more investment capability, more wealth management services, and, of course, access to even greater talent across all of our team members. So it is with great excitement and anticipation that I share with you that we will become part of the Sequoia Financial Group family.
Please take a moment to read the attached links and I look forward to sharing more about this merger with you in the coming weeks.
WEALTHSTONE ADVISORS is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov/ and search for our firm name.
Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.