WEALTHSTONE ADVISORS Information
Contact top employees from
WEALTHSTONE ADVISORS
Summary
Based in Columbus, Ohio, our team serves individuals, families, and business owners nationwide.
We have merged with Sequoia Financial Group. For more information please visit https://www....Show more
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
Financial Planning, Investment Management, Tax Planning and Compliance, Insurance Planning, Business Consulting, Multi-Advisor Reporting
Founded
1977
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at WEALTHSTONE ADVISORS shows a diverse range of experience levels:
6% for 3–4 years18% for 5–7 years18% for 8–10 years59% have over 11 years of service at WEALTHSTONE ADVISORSContact top employees from
WEALTHSTONE ADVISORS
Michael Cobetto
Tax Director
Paul Finch OAM FAICD
Business Dev Manager
Colton Curry
Tax Advisor
Jim Wyland CHFC®
Principal
