Broker Check

200 Applebee Street, Suite 208 Barrington, IL 60010

Wealth Planning Services

At Sequoia Wealth Management, we do much more than simply manage your investments. We provide objective guidance and unbiased advice across all of the factors that contribute to your financial foundation.

Our experienced advisors: 

  • Specialize in developing customized, tax-efficient solutions for accomplished individuals, families and businesses.

  • Develop tailored strategies that seek to help you protect and manage your assets, prepare for retirement and unexpected events, and develop a legacy that benefits your loved ones and future generations.

  • Coordinate your financial strategies with your other trusted advisors, including tax and legal professionals to address the recommendations you receive are aligned with your goals and serve your best interests.

We offer these and other wealth management services to address your specific needs:


FINANCIAL PLANNING

RETIREMENT INCOME PLANNING

INVESTMENT MANAGEMENT

RISK MANAGEMENT & INSURANCE PLANNING

EDUCATION PLANNING

TAX STRATEGIES

ESTATE & LEGACY PLANNING

CHARITABLE GIVING

TRUST SERVICES

EXECUTIVE COMPENSATION PLANNING

BUSINESS RETIREMENT PLANS