As part of Sequoia’s dedicated Wealth Planning team, I work collaboratively with your wealth advisor to leverage the strength of our combined experience to develop a customized, strategic plan. We are a team of professionals who focus our time on laying out the practical steps necessary to move you from where you are today to where you want to be tomorrow. Beyond simply creating a plan, Sequoia’s Wealth Planning Team provides ongoing support to help you remain on track throughout unique life events and circumstances. We are here to help you chart a course forward to fulfill your objectives and create the future you’ve imagined.