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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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Estimate how much home may fit within your budget based on income and expenses.

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Retirees traveling abroad need to know that their health insurance travels with them.

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The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.

Do Your Kids Know The Value of a Silver Spoon?

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Compare annuity options to see how each one could affect your long-term income outlook.

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Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

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Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

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