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200 Applebee Street, Suite 208 Barrington, IL 60010

Our Roots

Welcome to Sequoia Wealth Management

Soaring well above 200 feet, Giant Sequoia trees have thrived for more than 70 million years. Nothing is more critical to the Sequoia’s growth, development and longevity than its powerful root system. Typically two to four times the size of its branch spread, a healthy root system creates a stable foundation for nurturing future growth and the resilience required to thrive under even the most extreme conditions.

At Sequoia Wealth Management, our goal is to help individuals and families build and maintain a financial foundation that can not only stand the test of time, but enable them to thrive and flourish through every stage of life.

Who we are

  • Sequoia Wealth Management is a network of experienced, independent financial advisors bringing specialized knowledge, resources, talent and expertise across financial disciplines to serve the financial well-being of clients from coast-to-coast.

  • As an independent registered investment advisor (RIA), we offer financial planning, fee-based asset management and risk management services to individuals, families and business owners.

  • Our broad network of experienced financial advisors, vast industry resources and access to the full spectrum of wealth management and investment products and services, including access to the industry’s top institutional investment managers, enables us to provide tailored solutions to even your most complex needs.

  • Our commitment to developing long-lasting relationships with people whose company we truly enjoy, and delivering exceptional, personalized services sets us apart in a crowded field.

We invite you to learn more about us or Contact Us for a no-obligation consultation:

What We Stand For | SWM Team | Our Services