Sequoia Wealth Management
Sequoia Wealth Management is an independent registered investment advisory firm offering fee-based asset management services to accomplished individuals, families and business owners throughout the United States.
At Sequoia Wealth Management, you can expect a team of experienced wealth managers who are good listeners, proactive leaders, enjoyable to work with, and accountable to you. At Sequoia Wealth Management, we serve as your financial steward, an experienced advocate and guide leading you and your family through life’s many transitions with competence, expertise and genuine concern for your well-being. We count ourselves fortunate to work with individuals, families and business owners who share our values and appreciate our experience, unbiased advice and personalized service. National resources, local delivery We provide the intellectual capital and resources required to offer a truly personalized approach to helping you pursue your objectives across the full range of wealth management services. As an independent firm, we offer unencumbered access to the financial industry’s top institutional investment managers, product platforms, insurance solutions and other services required to resolve complex challenges and pursue the financial outcomes you desire. We can quickly engage trusted professionals across our broad strategic partner network—including accounting, legal, real estate and insurance professionals*—to support all facets of your wealth management needs or partner with professionals that you have come to know and trust. We consistently track the financial markets, and anticipate challenges and opportunities as we assist you with your financial, investment and risk management needs. *Accounting, legal and real estate services are not offered by Sequoia Wealth Management or LPL Financial. Exceptional, personalized service We are available when you need us to answers your questions, discuss your portfolio performance or the changes taking place in your life, and we proactively reach out to you whenever opportunities present themselves to try to grow and preserve your wealth. We believe that integrity, honesty, compassion and a healthy dose of humor are among the many elements that lead to long-term, trusted relationships. We strive to make your experience working with us consistently enjoyable and rewarding.
Address: 2500 West Higgins Road, Suite 360, Hoffman Estates, IL 60169б ГІФ
Phone: +1 847 310 5900
FAX:
