Disclosures

The following disclosure outlines important information about the services and products offered by our firm. It is important that you read and understand this disclosure before making any investment decisions.

1. Investment Risk: All investment involves risk, including the potential loss of principal. Our company works to minimize risk, but there is no guarantee of investment performance or that any investment objectives will be achieved.
2. Past Performance: Past performance is not indicative of future results. The information and data presented on our website are for informational purposes only and should not be considered as investment advice.
3. Fees and Expenses: Our firm charges fees and expenses for managing your investments, which can reduce investment returns. The specific fees and expenses associated with your investment will be disclosed to you in writing before you make any investment decisions.
4. Conflicts of Interest: Our firm and its employees may have conflicts of interest that could affect the investment advice and services we provide to you. We will disclose any conflicts of interest to you in writing before you make any investment decisions.
5. Independent Third-Party Providers: We may use independent third-party providers to provide investment advice, research, or other services. We will disclose any such third-party relationships to you in writing before you make any investment decisions.
6. Additional Disclosures: Additional information about our wealth management company, including our investment strategies, investment policies, and risk management practices, are available upon request.

By using our website and engaging our wealth management services, you acknowledge and agree to the terms of this disclosure. If you have any questions or concerns, please contact us before making any investment decisions.