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Wealth Management Services
As our clients' businesses and personal finances change, they look to us
for guidance and advice in safeguarding their hard-earned assets.
We, in turn, look to Sequoia Financial Group, Cohen & Company's preferred
financial services provider. Founded in 1991 by Tom Haught, Sequoia's philosophy
is simple: Earn the client's trust. Create a plan that's custom-tailored to
meet its goals. Deliver results.
An SEC registered investment advisor, Sequoia offers a comprehensive array
of services including financial planning, estate planning, asset management,
retirement plans, insurance, group benefits, and mortgage services. Sequoia is a separate company
with common, but not identical, ownership to Cohen & Company.
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