Trust administration in Mayfield 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.

Solomon, Steiner & Peck Ltd. is a renowned law firm located at 6105 Parkland Boulevard, Mayfield Heights, Ohio, United States. Since 1993, we have been providing top-notch legal services to residents and businesses in northeast Ohio. Our team of dedicated attorneys specializes in estate planning, Medicaid eligibility, special needs planning, and access to long-term care. Whether you have a modest or large estate, we can help you achieve your goals and protect your family's future. We also assist families in making difficult decisions to ensure the safety and well-being of their loved ones. For business owners, we offer expert advice on protecting financial and business interests in today's competitive markets.

LoConti Law Group LLC is a reputable law firm located at 6140 Parkland Boulevard in Mayfield Heights, Ohio. With a team of experienced attorneys, they specialize in various areas of law including personal injury, criminal defense, family law, estate planning, and business law. Clients can expect personalized and professional legal representation to help them navigate through their legal issues. The firm is dedicated to providing top-notch legal services to individuals and businesses in the greater Mayfield Heights area.

Dr. Shan Shan Wu is a distinguished healthcare provider specializing in Allergy and Immunology, offering expert medical care to both adult and pediatric patients. Conveniently located at 5915 Landerbrook Dr, Suite 110, Mayfield Heights, OH 44124, Dr. Wu is dedicated to diagnosing and treating a variety of allergic disorders and primary immunodeficiencies. Dr. Wu's academic journey began with a Bachelor's degree in Biology from Emory University, Atlanta, Georgia, followed by a Master's in Biomedical Science from Barry University. She earned her Doctor of Osteopathy (DO) degree from the Philadelphia College of Osteopathic Medicine, Georgia, and completed her residency in Internal Medicine at University Hospital, Regional Medical Center. Further honing her expertise, Dr. Wu completed a fellowship in Allergy/Immunology at University Hospital, Cleveland Medical Center, and is board eligible in Allergy/Immunology.