Wealth Management

Cohen & Company provides access to additional services that can help successful business owners and other high-net-worth individuals manage their evolving financial needs. Sequoia Financial Group, LLC (Sequoia), Cohen & Company’s preferred financial services provider, offers comprehensive financial planning and wealth management services that can help safeguard your hard-earned assets.
Founded in 1991, Sequoia’s philosophy is centered around working with clients to create customized financial plans that propel families toward their unique financial goals. Repeatedly recognized as a Wealth Magnet Top Firm by Accounting Today, one of Barron's Top RIA Firms and as part of the Inc. 5000 List from 2015-2021, the firm’s more than 150 professionals in Ohio, Florida and Michigan focus on building enduring relationships and strive to deliver unparalleled service. Sequoia is also independent, which means its salaried, non-commissioned professionals can recommend an array of solutions that work best for you, not them.

Below are the primary ways Sequoia can assist businesses, their owners and other high-net-worth individuals:

  • Wealth planning
  • Asset management
  • Estate planning
  • Insurance planning
  • Family wealth services

Sequoia is a separate company affiliated with Cohen & Company. Visit Sequoia-Financial.com or contact Matt Pullar to learn more.

Investment advisory services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.