As of 3.31.25, Carlson Capital Management has been acquired by Sequoia Financial Group. The below disclosures are reflective of this transition.

Investment advisory services offered by Sequoia Financial Advisors, LLC, an SEC Registered Investment Advisor. Registration as an investment advisor does not imply a certain level of skill or training.

eDelivery
All clients of Sequoia Financial Group (who have not yet opted for eDelivery) will receive a paper copy of our ADV Part 2A Material Changes (if applicable) and our Privacy Policy mailed on an annual basis without charge. If you are a Sequoia client and prefer to receive these document(s) via email, please email info@sequoia-financial.com with the subject line: “eDelivery Opt In” along with your full name. Reducing our paper output allows us to be more environmentally friendly.

Google Reviews
It is a company policy to not ask for reviews nor write a review for oneself or other team members.