Disclosures & Risk Summary
- All investment strategies have the potential for profit and loss. Changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio. Past performance is not a guarantee of future success.
- Different types of investments involve varying degrees of risk. There can be no assurance that all investment solutions will be either suitable or profitable for all Client investment portfolios.
- Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark.
- 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.
- 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.
- Strategic Wealth Management Solutions, LLC, is registered as an investment adviser with the state of Virginia. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.
- Leverage may be used within some underlying investments within some portfolios. Leverage is not employed by the Adviser at the account level.
- 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 are subject to change.
- 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.
- Content presented is subject to change.
