Sequoia Financial Group

Carlson Capital Management is a comprehensive wealth management firm that specializes in investment management, estate planning, tax planning, and financial advisory services. It assists financially established individuals, families, business owners, and non-profit organizations in organizing their financial affairs, reducing investment expenses, and creating diversified investment portfolios to generate profits.

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 administration, educational funding, and philanthropic giving. It combines the personal touch of a locally-based, privately-held company with the extensive resources typically available only to independent advisory firms. The executive management team oversees the management of the firm's assets, ensuring a tailored approach to meet the diverse needs of 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, TN, and San Antonio, TX. The firm specializes in serving both individuals and institutions by employing a distinctive investment process that combines a top-down macroeconomic perspective with bottom-up fundamental equity analysis. M Capital Advisors offers a broad array of services, including financial planning, investment management, cash flow management, and retirement analysis. The firm's team-based, goals-driven approach aims to help clients achieve their long-term financial objectives effectively.

Affinia Financial Group is a registered financial advisory firm that specializes in wealth management services for high-net-worth individuals, families, trusts, and estates. The company focuses on providing tailored financial advisory and planning services, along with investment management, to create personalized plans that align with the specific needs of its clients. By emphasizing a customized approach, Affinia Financial Group aims to help clients achieve their financial goals through comprehensive and strategic planning.

Cirrus Wealth Management specializes in providing wealth management services tailored for individuals, families, and small businesses. The firm offers a range of solutions, including corporate business planning, succession planning, retirement planning, taxation services, and investment advisory. By delivering comprehensive strategies, Cirrus Wealth Management aims to address all aspects of clients' financial lives, ensuring they receive sophisticated support in managing their wealth effectively.

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, full-service financial planning firm located in Mayfield Heights, Ohio. The firm specializes in a range of financial advisory services, including investment advice, wealth management, retirement planning, tax planning, estate planning, and life planning. Additionally, NCA Financial Planners offers risk management services to create customized financial strategies for its clients. By focusing on individual client needs, the firm aims to assist clients in achieving their financial goals through comprehensive planning and personalized support.

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 retirement planning, investment management, estate planning, and tax planning. With over 26 years of experience, the firm is dedicated to delivering comprehensive financial services tailored to meet the diverse needs of its clients. The team of professionals at LJPR Financial Advisors is committed to providing high-quality financial guidance, ensuring clients receive effective strategies for wealth management and long-term financial success.

RAV Financial Services specializes in providing comprehensive financial advisory services tailored to individuals and families. The firm employs a unique approach known as Wealth Management Architecture, which focuses on understanding clients' visions for their future while addressing their daily financial needs. RAV Financial offers a wide range of services, including investment management, tax preparation and planning, insurance and risk management, retirement planning, cash flow management, estate planning and administration, as well as business and education planning. Additionally, the firm provides employee benefits and multi-family services, ensuring a holistic strategy that aligns wealth with the clients' evolving life goals and personal financial objectives.