Broker Check

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

Learn More

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.

Learn More

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.

Learn More

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

What Is the Dividend Yield?

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

 

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

View all articles arrow

Comparing Mortgage Terms

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

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

View all calculators arrow

Managing Your Lifestyle

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

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.

5 Smart Investing Strategies

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

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

View all presentations arrow

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

16 Wall Street Cliches in 60 Seconds

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

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

View all videos arrow