Press Releases

Sequoia Financial Group, LLC Acquired Cirrus Wealth Management

July 19, 2023

Sequoia Financial Group, LLC (Sequoia), a leading SEC-registered wealth manager with nearly $16 billion in assets under management, today announced it has entered into an agreement to acquire Cirrus Wealth Management (Cirrus), an SEC-registered wealth management firm.

The Benesch team included Michael Marhofer, Anthony Rossi, Ryan William, and Rick Tracanna.  For more information, click here