- Strategic Wealth Management Solutions, LLC, is registered as an investment adviser with the states of North Carolina, Virginia and Louisiana where it has also established DBA names "Coastal 1031 Exchange Consulting" and "Strategic Solutions." The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the Adviser has attained a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. The Adviser is not a broker and is not an employee of either Charles Schwab & Co., Inc. or any independent trust company.
- This website is a publication of Strategic Wealth Management Solutions, LLC. Information presented is believed to be factual and up-to-date, but the Adviser does not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion and other content are subject to change.
- Information presented does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on product solutions and services. This information should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any securities mentioned herein.
- Any reference to tax, legal, and estate planning information is general in nature. If present, it is provided for informational purposes only, and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax and estate planning rules and regulations are subject to change at any time. Delaware Statutory Trust (DST) investments are only available to Accredited Investors and involve risk, including possible loss of principal. DST interests are generally illiquid and may be affected by real estate market conditions, interest rates, tenant performance, and sponsor execution. There is no guarantee that investment objectives, income distributions, appreciation, or tax benefits will be achieved.
- All investment strategies have the potential for profit and loss. Changes in investment strategies, contributions or withdrawals, market conditions and economic factors may materially alter the performance of your portfolio. Past performance is not a guarantee of future success. Different types of investments involve varying degrees of risk. Some are illiquid in nature. There can be no assurance that all investment solutions will be either suitable or profitable for all Client investment portfolios. There are no assurances that a client's portfolio will match or outperform any particular benchmark. Asset allocation, rebalancing, and diversification wil not necessarily improve an investor's returns and cannot eliminate the risk of investment losses.
- Alternative investments are speculative and may be susceptible to fraud, involve a high level of risk, and may experience significant price volatility. You could lose all or a substantial part of your money, and your interest may be illiquid. They may involve complex tax structures and have higher fees.
- Any expense incurred from work or services performed by outside related wealth advisers would be payable by the Client and is not included in the fees paid to the Adviser.
- Leverage may be used within some underlying investments within some portfolios. Leverage is not employed by the Adviser at the account level.
- Any hyperlinks found on this website are provided as a convenience and we disclaim responsibility for information, services or products found on websites linked hereto.
