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200 Applebee Street, Suite 208 Barrington, IL 60010


At Sequoia Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased resources to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

As Managing Partner and founder of Sequoia Wealth Management, Bob brings more than 30 years of experience in financial planning, insurance and wealth management.

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