Strength & Experience

We can address your personal objectives and help you get what you want out of life.

Sequoia’s Wealth Planning team provides you with strength and experience by developing a uniquely strategic plan to assist you in reaching your financial goals. Each plan is custom-tailored to your individual needs. Our planning team also supports our relationship managers and their ongoing planning based relationships.

Equally important to the planning process is the ongoing support we provide to help you remain on pace. Through the financial planning process, we not only draft your financial plan, but we also work with you to address your particular objectives.
 

Data Request & Cash Flow Lists

Financial Independence Planning

Your goal is to achieve a certain standard of living and financial independence. The Sequoia financial planning process outlines your strategic objectives and works with you to define a path to help you achieve your goals.

Estate & Wealth Transfer Planning

Whether it relates to family, charities, or others important to your life, Sequoia's process helps you develop a strategy for transitioning your hard-earned assets to the desired beneficiaries in a tax efficient manner.

Retirement Planning

Separate from your overall financial plan, our team can assist you in developing a specific asset allocation and distribution strategy to help ensure your assets live as long as you do.

Risk Management & Contingency Planning

You've worked hard to accumulate income and assets, so naturally you want to protect them. Our risk management/contingency planning helps to review your assets and income so they are properly titled, aligned, and insured.

Business Succession Planning

Whether you want to conduct an outside sale, transition to employees or transfer to the next family generation, our wealth planning team brings years of experience in developing an appropriate, tax-efficient strategy.

Philanthropy

For many people, one of the greatest joys in life is giving back. We can help you develop a gift giving strategy that maximizes the long-term valuue of the gift and helps to ensure the gifting is completed in a tax-efficent manner.