INSIGHTS

The path you take is unique to you. We look forward to helping you along the way.

Joining Forces

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,...

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A Message from Norm Cook

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...

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Quick Logins

Client Update – August 28, 2020

A message from CEO and President Norm Cook I hope you are having a happy summer and have continued to adapt, modify and adjust your personal situation to provide a “new normal” in your...

WealthStone 101 – Estate Planning

Estate Planning is oft-ignored and commonly put off because it is rarely an easy exercise. Perhaps people mistake it as “only for the rich” but when the reality of losing a loved one is upon us, the importance of having a good estate plan hits home, no matter the net worth of the individual.

Top Articles of the Year

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...

It’s All About You

Your path. Our expertise. Walk with us. Nice words, but what do they mean? For the people at WEALTHSTONE ADVISORS, they mean everything. These few words reflect how we view the privilege of working...

The Path of The Entrepreneur

You worked hard to start your business. You’re working harder at running it. It has put you on a path to achieve many of your most heartfelt aspirations, and the means through which you are...

Looking To 2021 With Optimism

“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...

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