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200 Applebee Street, Suite 208 Barrington, IL 60010

Professional Management Our Team Approach Understanding Your Goals An Approach Designed for You

Experienced Guidance

Our advisors bring more than 100 years of collective industry knowledge and experience gained across multiple financial disciplines to help you with strategies that seek to protect, manage and grow a lifetime of assets

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Broad Market Access

We offer unencumbered access to professional institutional investment managers, product platforms and risk management solutions required to manage your most complex challenges and pursue the financial outcomes you desire.

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Exceptional Service

Our clients depend on us to provide thoughtful financial insights, honest communication, long-term planning and personal service—the elements we consider essential for building lasting and meaningful relationships.

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Sequoia Wealth Management is a registered investment advisory firm offering fee-based asset management services to accomplished individuals, families and business owners throughout the United States. Learn More







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Making a Charitable Contribution

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You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

 

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Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

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Time and market performance may subtly and slowly imbalance your portfolio.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

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Your credit score may influence how much you pay for auto and home insurance.

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See how much you may need to save now to cover future college costs for your child.

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Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.

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Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"

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