Sequoia Financial Group Disclosure Documents

Form ADV Part 2A

Privacy Policy

Form CRS



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 yourself or our team members.