Barrington, IL 5 E Dundee Rd Office

Sequoia Wealth Management advises individuals (including high‑net‑worth clients), trusts, corporations, and employer retirement plans, providing asset management, financial planning, and retirement plan consulting along with access to third‑party money managers and LPL Financial–sponsored advisory programs. The firm offers both wrap and non‑wrap program options and reported roughly $600 million in assets under management across discretionary and non‑discretionary accounts.

The firm emphasizes continuous, individualized account supervision and constructs portfolios to match clients’ goals, conducting at least annual reviews and rebalancing as needed; it also implements model portfolios, third‑party strategists, and an algorithm‑based Guided Wealth Portfolios solution through LPL/FutureAdvisor. Sequoia employs a mix of quantitative optimization, technical analysis, and option strategies and, notably, manages a larger share of client assets on a non‑discretionary basis, reflecting a hybrid approach that combines advisory recommendations with client‑directed execution.

Several of Sequoia’s advisers are registered representatives of LPL Financial and some hold insurance and CPA licenses, and the brochure discloses insurance sales, tax preparation, and real estate services offered by personnel in separate engagements. The firm also describes custodian‑provided benefits (including transition assistance and potential forgivable loans from LPL) and other economic relationships that may create conflicts of interest when recommending custodial platforms, mutual fund share classes, or commissionable insurance products.