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Important Disclosures

Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax, or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.  

Third-Party Websites:  

We may utilize third-party service providers to provide specific tools and/or programs, some of which may be housed on a third-party server or on a website which others have independently developed. While accessing this website, you may be linked to other third-party servers. Access to other websites or use of any third-party tools or programs on this website is subject to all terms and conditions found therein.  


Some of the information on this website is provided through linked websites. Links on this website are for informational purposes only. We do not endorse the content or the products of these linked websites.  

Client Portals:  

Some of the material on this website is password-protected. This area is restricted to authorized users only. The users in these password-protected areas are responsible for any use of their password and for maintaining its confidentiality.  

General Disclosure:  

As with any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly), and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.  


Photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.  

Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available at the bottom of this page, upon request, or at the SEC’s Investment Advisor Public Disclosure site