Wealth transfer planning 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.

St. Clair Advisors LLC is a finance institution located at 6120 Parkland Boulevard in Mayfield Heights, Ohio, United States. Our team of experienced financial advisors provides personalized financial planning and investment management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, we strive to provide comprehensive and tailored financial solutions to meet the unique needs of each client. Contact us today to schedule a consultation and take the first step towards securing your financial future.

Arbor Group Advisors, LLC is a finance and insurance agency located at 5900 Landerbrook Drive in Mayfield Heights, Ohio, United States. Our team of expert advisors provides personalized financial planning and insurance solutions to help individuals and businesses achieve their financial goals. With a focus on integrity, transparency, and client satisfaction, we strive to provide the highest level of service and expertise to our valued clients. Whether you are looking for investment guidance, retirement planning, or insurance coverage, Arbor Group Advisors, LLC is here to help you navigate the complex world of finance with confidence and peace of mind. Contact us today to schedule a consultation and take the first step towards a secure financial future.

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.