Sequoia Financial Group

At Sequoia, we strive to be our client’s most trusted wealth adviser by providing comprehensive planning with a team based approach.

[Sequoia Financial Group @SequoiaFin]

We're excited to announce that NCA Financial Planners (@kevinmyeroff), a Mayfield Heights, OH based RIA will join Sequoia! Our combined firm will be positioned to offer greater services, scale and value to our clients. Read more: https://t.co/sTPCcn2VCf
#sequoiafin #joiningforces

[Sequoia Financial Group @SequoiaFin]

IBonds: What you should know now. Leon LaBrecque, JD, CPA, CFP®, CFA breaks it down https://t.co/PX9prvK4Yu

[Sequoia Financial Group @SequoiaFin]

Congratulations to Sequoia's Vice President, Wealth Planning Department Leader @HeatherLWelsh!

[The American College of Financial Services @TheAmerCol]

CONGRATULATIONS to the recipients of our inaugural Women Working in Wealth Awards! Join us as we honor their contributions to advancing gender parity in financial services and the profession as a whole. #financialservices #womenworkinginwealth #BreakTheBias

[Sequoia Financial Group @SequoiaFin]

Congratulations to @HeatherLWelsh, one of the recipients of @TheAmerCol ’s inaugural #WomenWorkinginWealth Awards! Learn more about how Heather is leading the way for women in financial services. #financialservices #womenworkinginwealth
https://t.co/51Ey9ngpZA #sequoiafin

[Sequoia Financial Group @SequoiaFin]

The attention of the world is focused on the Russia/Ukraine conflict. We are especially troubled by the potential human tragedy, but also feel it's important to examine the possible impact across the economic landscape. A special message from our CIO:
https://t.co/61wVd7NeHX

[Sequoia Financial Group @SequoiaFin]

#BusinessOwners face a different set challenges and more options when planning for retirement. Here's once concept to consider that allows business owners to sell their business up front yet spread out most of their taxes: https://t.co/vlBQA99MUj
#retirement #sequoiafin

[Cohen & Co @CohenCoNews]

Inflation is a source of pain for many business owners right now. Soaring prices are negatively impacting almost every industry. Do you have the tools to combat it? Al Yambor of @SequoiaFin tells you six areas to focus on in light of the economic backdrop. https://t.co/X8oGSnefqY

[Sequoia Financial Group @SequoiaFin]

Being proactive about your tax planning is key to building your wealth. Here are six ways high-income Americans can reduce their tax bill by navigating the IRS tax code:
https://t.co/hEF4EkFr3Q

#wealthplanning #financeandeconomy #taxplanning #taxlaw #sequoiafin

[Sequoia Financial Group @SequoiaFin]

Congratulations to Kevin Myeroff who was named to Cleveland Magazine’s 2022 edition of The Cleveland 500 List! The award profiles the leaders, doers, decision makers, idea generators and visionaries who are shaping Northeast Ohio. https://t.co/AC9uqIHHBf

[Sequoia Financial Group @SequoiaFin]

According to a recent survey by the National Federation of Independent Business, business owners have cited #inflation as the single greatest pain point. Her are several actionable items for business owners to consider: https://t.co/MGsyzfPZix
#sequoiafin #businessowners

[Sequoia Financial Group @SequoiaFin]

When planning for #retirement, have you factored in longevity? The fact that you could live a lot longer than you think can be a major source of retirement uncertainty. Here are some simple tips on planning for a longer retirement: https://t.co/QtipwmlXbz
#sequoiafin

[Sequoia Financial Group @SequoiaFin]

#Congratulations to Loren Shatten, this month's Employee REDWOOD Award winner! Thank you for going above and beyond last month with your efforts streamlining open enrollment and compensation recommendations on top of your normal HR duties!

#employeeappreciation #sequoiafin

[Cohen & Co @CohenCoNews]

In the spirit of a new year around the corner and new beginnings, Jared Cox of @SequoiaFin shares tips on making your money work for you in retirement by prioritizing your dollars and setting yourself up for foundational financial success. https://t.co/U25o4SJFrg

[Sequoia Financial Group @SequoiaFin]

We are excited to share that @SequoiaFin has been named a 2021 Weatherhead Top 100 Fastest Growing Company in NE Ohio! We're incredibly thankful for the growth we've experienced over the past five years. Read more: https://t.co/M0lgTBYGgd #NortheastOH @caseweatherhead

[Sequoia Financial Group @SequoiaFin]

With tax law changes on the horizon, it's time to maximize year-end giving strategies to offset capital gains. Hear from @leonlabrecque on 4 strategies and how to make the most of them: https://t.co/ZhzrscNiF9

#charitablegiving #taxlaw #sequoiafin

[Sequoia Financial Group @SequoiaFin]

Congratulations to last month's employee REDWOOD Award winner, Kendra Coon! Kendra worked nearly 24-7 to get us set up and ready for Sequoia Synergy, our firmwide event in September and saw to every detail from arrival to departure. #sequoiafin #employeeaward

[Sequoia Financial Group @SequoiaFin]

As the #Thanksgiving holiday approaches, many are looking for ways to help out their favorite charities. Here are several charitable gifting strategies to consider with varying tax benefits: https://t.co/U9DyiIeGXV

#philanthropy #charitablegiving #sequoiafin

[Sequoia Financial Group @SequoiaFin]

Here's a recap of @CohenCPA's 2021 CPE Day.

[Cohen & Co @CohenCoNews]

We are thankful for another successful CPE day! This year’s event focused on the hot topics of ESG, cybersecurity, assurance, and tax and estate tax planning. In case you missed it, check out a recap from Marie Brilmyer. https://t.co/dhiFhFygMg

[Citywire RIA @CitywireRIA]

‘Certainly something happened with scale through Covid which did accelerate this consolidation phase,’ he said. ‘Maybe we wouldn’t be here November 13th, 2021, but I think our paths were destined to cross.’

@IanWenik @kevinmyeroff @SequoiaFin
https://t.co/hTMcQqa5K3

[DeVoe & Company @DeVoeCo]

@SequoiaFin to become a $10B RIA - a larger seller solving for succession. https://t.co/585OmU0Kwa

[Gavin Spitzner @gspitzner]

Ring the bell...we have another RIA hitting the $10bb AUM level as @SequoiaFin is set to acquire another Ohio-based RIA, $1.7bb NCA Financial Planners.

Story by @IanWenik

Congrats @HaughtThomas & team.

https://t.co/Zp4BLEWbpo