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 hard-earned assets.
Founded in 1991, Sequoia’s philosophy is simple: Earn the client’s trust; create a plan that’s custom-tailored to their financial goals; deliver results. Repeatedly recognized as a Wealth Magnet Top Firm by Accounting Today, one of Barron's Top Advisors and an Inc. 5000 company, the firm’s more than 60 professionals in Ohio, Florida and Michigan focus on planning, passion and fanatical client 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
  • Corporate retirement plan services

Sequoia is a separate company affiliated with Cohen & Company. Visit Sequoia-Financial.com or contact Tom Haught, President of Sequoia Financial Group to learn more.

Investment Advisory Services offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Adviser.