Family First | Financial Advisor | President & CEO of @SequoiaFin
Akron, OH
Joined June 2014
- Tweets135
- Following134
- Followers55
- Likes85
I'm really looking forward to Barron's Advisor Independent Summit coming up in just a few short days. Independent advisors from all over the country converging to share ideas...be sure to register for the virtual event!
Thomas Haught retweeted
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.
citywireusa.com/registered-i…
Thomas Haught retweeted
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: sequoia-financial.com/nca
#sequoiafin #joiningforces
Last month, I had the privilege of working with Citywire on a piece for their special M&A Report. It's a great time to be discussing the future of Mergers and Acquisitions in the post-Covid environment. You can read the special report here: lnkd.in/eW2j4e3G #sequoiafin
Incorporating #QualifiedOpportunityZone investments into your #EstatePlan could help alleviate some of the expected tax law changes that could impact the lifetime exemption for gifting property. Here's a great article from @CohenCPA with more: cohencpa.com/insights/articl… #sequoiafin
Thomas Haught retweeted
If you're in the Columbus, OH area, join us on August 24th! Now that WEALTHSTONE Advisors has formally merged with Sequoia, we’ve designed this year’s Summer Soirée to create a perfect opportunity for becoming better acquainted with the Sequoia Team. RSVP: sfg.sequoia-financial.com/su…
As the private wealth industry continues to evolve, here are a few current trends including rising taxes, higher expectations from clients and clients becoming more knowledgeable themselves on their finances. fa-mag.com/news/high-net-wor…
#sequoiafin #highnetworth #privatewealth
I'm excited to announce the completion of our merger with WEALTHSTONE ADVISORS. Please join me in welcoming our new Columbus, OH team members to the Sequoia family. Here's more on the what you can expect: youtu.be/UurwVOR2an4
#sequoiafin #RIA #joiningforces #teamculture
Thomas Haught retweeted
This week's leadership highlight is @gpknotek our Chief Compliance Officer and an advisor who's dedicated more than 20 years to Sequoia! Gerry helps business owners plan for the transition from their current venture into the next phase of their lives. youtu.be/-mtNpTNt2ic
Thomas Haught retweeted
This month marks Sequoia's 30 years of service! Here's a special message from our President & CEO, @HaughtThomas on what this moment and the past 30 years means to him and our team. youtu.be/vnqZebL49w8
#sequoiafin #30years #RIA #teamwork
It's difficult to put into words what 30 years of service means. I can never thank you all enough for your continued support, partnerships and friendships along the way. Cheers to many more.
#sequoiafin #30years #teamculture
This month marks Sequoia's 30 years of service! Here's a special message from our President & CEO, @HaughtThomas on what this moment and the past 30 years means to him and our team. youtu.be/vnqZebL49w8
#sequoiafin #30years #RIA #teamwork
Adapting is key for advisors today to meet the changing needs of the next generation of wealth. This article shares some of the expectations, priorities and preferences of this new, dynamic generation of clients: forbes.com/sites/zircongroup…
#successionplanning #sequoiafin
Thomas Haught retweeted
Sequoia Financial to acquire $1.4 billion Wealthstone Advisors; deal will push
Sequoia's AUM over $7 billion bit.ly/3n4KD9R @investmentnews
Read more on @SequoiaFin's merger with WEALTHSTONE ADVISORS in Barron's: barrons.com/articles/sequoia…
#sequoiafin #RIA #joiningforces
It's an honor to share that Sequoia is merging with Wealthstone Advisors, a firm I have long admired for their similar culture and passion for excellent client service. Our combined firm will provide increased scale, durability and talent.
We're excited to announce that Wealthstone Advisors, based in Columbus, OH, is joining forces with Sequoia! Upon completion of the merger, we will have more than 110 employees and more than $7 billion in assets under management. Read more: sequoia-financial.com/sequoi… #RIA #sequoiafin
This week Congress passed an additional relief package in the form of the American Rescue Plan (#ARPAA) Act of 2021. My colleague @HeatherLWelsh details key provisions including additional stimulus and more: sequoia-financial.com/blog/a…
#sequoiafin #americanrescueplan #StimulusPackage
Thomas Haught retweeted
As we celebrate our firm’s #30years of service (what an anniversary!), we’re highlighting some of our leadership team and their contribution to our success. Get to know our founder, President & CEO, @HaughtThomas: youtu.be/2gNHIicbw10
#sequoiafin #ria #leadership
If you or your clients are concerned about passing on burdensome estate tax to your adult children, there are strategies that can help. Here are four possible estate tax changes we could see under the Biden administration that may affect affluent clients: thinkadvisor.com/2021/02/24/…
Thomas Haught retweeted
Are you familiar with the new 3 R's for financial wellness: Review, Reallocate and Rebalance? @leonlabrecque shares a checklist to help you walk through your own finances.
forbes.com/sites/leonlabrecq…
#sequoiafin #financialwellness #wealthplanning
I'm proud to share @SequoiaFin's annual 2021 Viewpoint virtual magazine! Take a look for insights into Q1 2021 market conditions as well as an inside look at our strategic goals and initiatives we'll be pursuing over the coming year View here: sfg.sequoia-financial.com/Vi… #sequoiafin