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Consumer DisclosureWise Wealth Solutions, LLC is a Colorado registered
investment adviser located in Colorado Springs, Colorado. The firm and its representatives
are in compliance with the current registration filing requirements imposed upon
state registered investment advisers by those states in which Wise Wealth Solutions,
LLC maintains clients. The firm may only transact business in those states in
which it is registered, or qualifies for an exemption or exclusion from registration
requirements. Wise Wealth Solutions, LLCs website is limited to the dissemination
of general information pertaining to its investment advisory services. Accordingly,
the publication of the firms website on the Internet should not be construed
by any consumer and/or prospective client as Wise Wealth Solutions, LLCs solicitation
to effect, or attempt to effect transactions in securities, or the rendering of
personalized investment advice for compensation, over the Internet. Any subsequent,
direct communication by the firm with a prospective client shall be conducted
by a representative that is either registered or qualify(ies) for an exemption
or exclusion from registration in the state where the prospective client resides.
For information pertaining to the registration status of the firm, please
contact the state securities law administrators for those states in which Wise
Wealth Solutions, LLC maintains a notice filing. A copy of the firms current
written disclosure statement discussing Wise Wealth Solutions, LLCs business
operations, services, and fees is available from the firm upon written request.
Wise Wealth Solutions, LLC does not make any representations or warranties
as to the accuracy, timeliness, suitability, completeness, or relevance of any
information prepared by any unaffiliated third party, whether linked to the firms
website or incorporated herein, and takes no responsibility thereof. All such
information is provided solely for convenience purposes only and all users thereof
should be guided accordingly. Past performance may not be indicative
of future results. Therefore, no current or prospective client should assume that
future performance of any specific investment, investment strategy (including
the investments and/or investment strategies recommended by Wise Wealth Solutions,
LLC) or product made reference to directly or indirectly by the firm in its website,
or indirectly via a link to an unaffiliated third party website, will be profitable
or equal the corresponding indicated performance level(s). Different types
of investments involve varying degrees of risk, and there can be no assurance
that any specific investment will either be suitable or profitable for a client
or prospective client's investment portfolio. Historical performance results for
investment indices and/or categories generally do not reflect the deduction of
transaction and/or custodial charges, the deduction of an investment management
fee, nor the impact of taxes, the incurrence of which would have the effect of
decreasing historical performance results. Certain portions of Wise Wealth
Solutions, LLCs website (i.e. newsletters, articles, commentaries, etc.)
may contain a discussion of, and/or provide access to, the firms (and those
of other investment and non-investment professionals) positions and/or recommendations
as of a specific prior date. Due to various factors, including changing market
conditions, such discussion may no longer be reflective of current position(s)
and/or recommendation(s). Moreover, no client or prospective client should assume
that any such discussion serves as the receipt of, or a substitute for, personalized
advice from Wise Wealth Solutions, LLC, or from any other investment professional.
Wise Wealth Solutions, LLC is neither an attorney nor accountant, and no
portion of the website content should be interpreted as legal, accounting or tax
advice. Correspondingly, each client and prospective client agrees, as a condition
precedent to his/her/its access to Wise Wealth Solutions, LLCs website,
to release and hold harmless the firm, its officers, directors, employees and
agents from any and all adverse consequences resulting from any of his/her/its
actions and/or omissions which are independent of his/her/its receipt of
personalized individual advice from Wise Wealth Solutions, LLC. |