Liz De Nitto’s 18-year career in financial services focuses on helping ultra-high-net-worth clients achieve their legacy goals. Whether those goals relate to family, philanthropy, community, or all of the above, she’s enthusiastic about assisting them in considering each decision’s current and future estate and income tax implications. 

Liz began her career in a Multi-Family office and later joined Sequoia. At Sequoia, she helped establish a Family Wealth Curriculum to educate younger generations in financial literacy. She found that parents may not discuss finances with their children, and it can create a knowledge gap between generations. The Family Wealth curriculum guides the younger generation through core competencies such as keeping a budget and extracurriculars such as planning a Trust the child can access.

Liz specializes in estate and income tax planning and holds her CFP, EA, and AEP licenses. She’s a member of the Estate Planning Council of Cleveland and was awarded the Family Wealth Alliance Young Professionals Award in 2022. 

She holds a BS in Finance from the University of Dayton.