As a Certified Exit Planning Advisor (CEPA), Sydney Gilbert is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serves as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner's life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business but will also advise you on personal and financial matters.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Sagebridge Wealth Management is a separate entity from WFAFN.