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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







Helpful Content

Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

An Inside Look at Retirement Living

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Social Security: The 64,000 Dollar Question

Social Security: The 64,000 Dollar Question

One of the most common questions people ask about Social Security is when they should start taking benefits.

 

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Surprise! You’ve Got Money!

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

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Questions to Consider When Buying a Vacation Home

Doing your research is key before buying a vacation home.

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