Sequoia Financial Group

Carlson Capital Management is a wealth management firm that offers a range of financial services designed to support individuals, families, business owners, and non-profit organizations in managing their financial affairs. The company specializes in investment management, estate planning, tax planning, and financial advisory services, focusing on creating tailored strategies that address the unique needs of its clients. By providing comprehensive assistance in risk-free investment and asset management, Carlson Capital Management helps clients reduce investment expenses and develop clear plans for diversified portfolio investments. The firm is dedicated to empowering clients to organize their financial affairs effectively while pursuing long-term financial growth and security.

Family Asset Management is a wealth management firm located in Charleston, South Carolina, founded in 2004. The firm provides a comprehensive range of services, including independent financial advice, asset management, alternative investment strategies, retirement planning, trust services, educational funding, and philanthropic giving. It combines the personalized approach typical of a lowcountry-based, privately-held firm with the extensive resources available to independent advisory firms. The firm is managed by an executive team that oversees its assets and ensures a tailored experience for its clients.

Eide Bailly - Wealth Management Business is a unit of Eide Bailly that provides healthcare services.

Karpas Strategies is an investment management firm that maximizes client wealth. They guide them by specific principles of integrity, honesty, and trust. They firmly believe in a disciplined, consistent investment process. Karpas Strategies employees and their family members often own the same investments as the clients. This partnership in investing ensures their objectives are aligned.

M Capital Advisors, established in 1993, is an independently-owned asset management firm with offices in Nashville, Tennessee, and San Antonio, Texas. The firm caters to both individuals and institutions, providing a comprehensive suite of services that includes financial planning, investment management, cash flow management, and retirement analysis. M Capital Advisors employs a distinct investment process that integrates a top-down macroeconomic perspective with bottom-up fundamental equity analysis, enabling them to effectively address clients' investment and financial planning objectives. The firm emphasizes a team-based and goals-driven approach to wealth management, ensuring a tailored experience for each client.

Affinia Financial Group is a registered financial advisory firm that specializes in wealth management services tailored for high-net-worth individuals, families, trusts, and estates. The company focuses on providing personalized financial advisory and planning services, as well as investment management solutions. By developing customized strategies, Affinia Financial Group aims to align its services with the unique needs and objectives of each client, ensuring comprehensive support in managing and growing their financial assets.

Cirrus Wealth Management is a professional firm specializing in comprehensive wealth management services tailored to individuals, families, and small businesses. They offer a range of strategic solutions including corporate business planning, succession planning, retirement planning, taxation advice, and investment advisory services. Their expertise lies in providing sophisticated strategies that cater to diverse financial needs, ensuring clients' long-term financial well-being.

Zeke Capital Advisors (ZCA), based in Berwyn, Pennsylvania, is a multi-family office established in 2008 that specializes in providing investment advisory services to a select clientele, including wealthy individuals, families, corporations, trusts, estates, pension plans, charities, and foundations. The firm offers customized portfolio management, holistic wealth planning, and direct investment opportunities, emphasizing personalized service and superior investment advice. ZCA primarily focuses on managing equity and fixed-income portfolios, with oversight from its executive management team. The company was acquired by Sequoia Financial Group, enhancing its ability to serve its clients' diverse financial needs.

NCA Financial Planners is an independent financial planning firm located in Mayfield Heights, Ohio. The company specializes in a comprehensive range of financial advisory services, including investment advice, wealth management, retirement planning, tax strategy, estate planning, and life planning. Additionally, NCA Financial Planners provides risk management services, enabling clients to develop customized financial strategies that align with their individual goals. The firm is dedicated to helping clients navigate their financial journeys by offering tailored solutions and expert guidance.

WEALTHSTONE ADVISORS is a wealth management firm that serves clients across the nation, including individuals, family offices, and business owners. The company offers a comprehensive range of services aimed at managing the diverse aspects of clients' financial affairs throughout various stages of wealth ownership. Its offerings include investment management, insurance solutions, wealth planning, and tax planning, ensuring a tailored approach to meet the unique financial needs of each client.

LJPR Financial Advisors is a fee-only financial advisory and wealth management firm based in Michigan, specializing in a comprehensive array of services including retirement planning, investment management, estate planning, and tax planning. With over 26 years of experience, the firm is dedicated to delivering high-quality financial services tailored to meet the unique needs of its clients. The team of professionals at LJPR Financial Advisors offers a diverse range of expertise, ensuring that clients receive tailored solutions to achieve their financial goals.

RAV Financial Services is a distinctive financial advisory firm dedicated to crafting personalized financial strategies for individuals and families. The company focuses on helping clients align their wealth with their life goals through a process known as Wealth Management Architecture. This approach emphasizes understanding clients' visions for the future while addressing the practical aspects of their daily lives. RAV Financial provides a comprehensive range of services, including investment management, tax preparation and planning, insurance and risk management, retirement planning, cash flow management, estate planning, and business transition planning. Additionally, the firm offers employee benefits and multi-family services, ensuring a holistic approach to managing and preserving wealth as clients navigate various life stages.