Family office financial planning in Cleveland Heights, Ohio

Sequoia Financial Group is a finance institution located at 6095 Parkland Boulevard in Mayfield Heights, Ohio, United States. We serve clients across the wealth continuum, enriching lives by helping individuals and families advance their chosen future. Our specialized services include long-term thinking, comprehensive planning, and robust investment capabilities to preserve your legacy. Our in-house Wealth Planning team delivers personalized strategies and a built-for-you wealth plan, while our investment experts employ a data-driven approach to achieve results for you. Our Family Office advisors work together to provide you with the right resources at the right time, aiming to deliver lasting results for generations to come. We strive to help clients preserve their wealth for the next generation through strategic planning and expert guidance. Our dedicated team assists in defining family values, creating governance structures, facilitating family meetings, providing financial education, and aligning philanthropic goals. With a focus on clear principles, regular communication, and comprehensive steps, we aim to help sustain generational wealth through values and traditions alongside financial wealth. Our wealth planning services are personalized from the very beginning, tailored to your unique financial goals, circumstances, and aspirations. We offer guidance on income tax strategies, investment decisions based on risk tolerance, asset allocation, and portfolio management. Stay informed with our in-depth thought leadership and let us guide you through different life stages, whether you're just starting out or retiring in search of new adventures. Visit us at one of our locations in Akron, Beachwood, Berwyn, Burlington, Cleveland, Columbus, Hilton Head Island, Mayfield Heights, Nashville, St. Clair Shores, San Antonio, Tampa, or Troy. Investment advisory services are offered through Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor.

Edward Jones - Financial Advisor: David H Lavelle, CFP®|AAMS™ is a reputable financial institution located at 12417 Cedar Road in Cleveland Heights, Ohio, United States. David H Lavelle, a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™), offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals and families. Whether you are planning for retirement, saving for education, or looking to grow your wealth, David H Lavelle and his team are dedicated to helping you navigate the complexities of the financial world with confidence.

Kimberly K Smatana - State Farm Insurance Agent is an established insurance agency located at 7106 West 130th Street in Middleburg Heights, Ohio. With over three decades of experience in the industry, Kimberly and her dedicated team proudly serve Middleburg Heights, OH and the surrounding Cleveland metro area. They offer a wide range of insurance services including auto, motorcycle, renters, homeowners, boat, business, and life insurance, as well as financial services. The team at Kimberly K Smatana's office, including Beth, Liz, and Bridget, takes the time to truly understand each client's financial goals in order to provide the best coverage while also saving them money. Kimberly, a longtime resident of the Cleveland metro area, holds a degree in business administration from Kent State University and is passionate about helping the community thrive.

Doctor, Health About the Business:

Amir Taraben, MD - Interventional Cardiologist Location: Hillcrest Medical Building Two, Suite 300

---

Dr. Gregory S. Powell, MD - Premier Healthcare in Concord, OH Location: 7530 Fredle Dr, Concord, OH 44077, United States

Dr. Kim L. Stearns, MD, is a highly esteemed Board Certified Orthopedic Surgeon specializing in Sports Medicine and Adult Reconstruction. Located at 2709 Franklin Blvd, Cleveland, OH, Dr. Stearns has been a dedicated practitioner with the Cleveland Clinic since 2006. He is renowned for his expertise in joint replacement of the hip and knee, reconstructive surgery of the knee, and arthroscopic surgery of the knee and shoulder. Professional Background:

Jonathan Scharfstein, MD, FACC, is a renowned cardiologist providing expert cardiovascular care at the Hillcrest Medical Building 2, located at 6801 Mayfield Rd #300, Mayfield Heights, OH 44124, United States. As a staff physician in the Robert and Suzanne Tomsich Department of Cardiovascular Medicine at the Cleveland Clinic, Dr. Scharfstein brings a wealth of experience and dedication to his patients. Specialty and Services:

Dr. Georgeanne G. Botek is a highly respected podiatrist located in Willoughby Hills, Ohio. She is affiliated with the renowned Cleveland Clinic and specializes in diabetic foot care, forefoot surgery (both elective and reconstructive), and musculoskeletal foot and ankle pathology. Dr. Botek brings extensive experience and expertise to her practice, having completed her residency in Podiatric Surgery with the Ohio Permanente Medical Group in Cleveland, OH, in 1996, and earning her medical degree from the Ohio College of Podiatric Medicine (Kent State University) in 1994. She also holds an undergraduate degree in English Literature from Miami University, obtained in 1990.

Welcome to the practice of Dr. Franjo Vladic, where exceptional healthcare meets compassionate service. Conveniently located at 7530 Fredle Drive, Concord, Ohio, our practice is dedicated to providing top-notch medical care in a welcoming and supportive environment. Dr. Vladic, with extensive training and experience in gastroenterology and internal medicine, is committed to addressing your health concerns with personalized attention and expertise. Dr. Vladic completed his fellowship in Gastroenterology at the John H. Stroger Jr. Hospital of Cook County in Chicago and his residency in Internal Medicine at University Hospitals Case Medical Center in Cleveland. He earned his medical degree from The Ohio State University College of Medicine and Public Health and holds an undergraduate degree from The University of Akron. His comprehensive training ensures that you receive the highest standard of care.

Welcome to the practice of Dr. Anne Rex, located at 7060 Wayside Drive, Mentor, Ohio. As a distinguished physician specializing in Primary Care Sports Medicine, Dr. Rex is dedicated to the health and well-being of her patients. A staff physician at the Cleveland Clinic's Center for Sports Health, Dr. Rex also serves as a Clinical Assistant Professor at the Ohio University Heritage College of Osteopathic Medicine and is the team physician for Lake Catholic High School. Dr. Anne Rex, DO, FAOASM, offers a comprehensive approach to sports-related orthopaedic and musculoskeletal injuries, emphasizing safe return to play, work, and daily activities. Her expertise extends to non-surgical orthopaedics, adolescent lower back pain, and spondylolysis, ensuring that patients receive the best care tailored to their needs.

Welcome to Garren-Hudson Kimberly A DO, where compassionate and comprehensive healthcare is our top priority. Located at 7519 Fredle Drive, Concord, Ohio, our practice is dedicated to providing exceptional medical care to the community. Dr. Kimberly A. Garren-Hudson, an experienced and highly regarded physician, is committed to treating each patient with personalized attention and respect. Dr. Garren-Hudson completed her medical education at the Ohio University College of Osteopathic Medicine and has extensive training from renowned institutions such as Fairview General Hospital and St. John Medical Center. Her dedication to patient care is reflected in her thorough examinations and ability to make complex medical conditions easy to understand.