INSIGHTS
The path you take is unique to you. We look forward to helping you along the way.
Joining Forces
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,...
A Message from Norm Cook
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...
The Woes of “Timing the Market”
By Jack Zhang, CIO of WEALTHSTONE ADVISORS Research has shown that trying to time markets often leads to poor results, and even the best investors in the world can’t do it consistently. The year 2020 illustrated the enormous cost of market timing, as advisors who...
What Is Tax Alpha Ensemble and Why It Matters To Investors
A Q+A with CIO Jack Zhang and Managing Director of Asset Management Brian Stertzer Tax Alpha Ensemble (“TAE”) is a low-cost indexing strategy that seeks to lock in benchmark-like returns while generating annual tax savings of 1-2%. For many years, the WEALTHSTONE...
WEALTHSTONE ADVISORS Supports WSBA Annual Pitch Competition
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...
WEALTHSTONE ADVISORS Welcomes and Promotes Talented Team Members
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...