Sequoia Acquires BSW
Sequoia Financial Group (“Sequoia”) announced, on September 1, 2026, its acquisition of BSW Wealth Partners (“BSW”). Under the terms of the transaction, BSW will operate under the Sequoia Financial Brand. Further terms of the deal were not disclosed.
Sequoia, based in Akron, Ohio is a registered investment advisor providing wealth management services, including investment management, retirement planning, tax management, charitable planning, estate planning and insurance counsel. As of June 30, 2026, Sequoia had approximately $34.9 billion in assets under management.
BSW, based in Boulder, Colorado, is a registered investment advisor offering financial planning and wealth management services to individuals and families. As of June 30, 2026, BSW had approximately $2.3 billion in client assets. Hue Partners served as advisor to BSW in the transaction.
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