Important Disclosure Information
Disclosures
Accolades & Awards
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Disclosure Information
Advisory services offered through Local Wealth Management, LLC (“LWM”), an investment adviser registered with the state of Florida. Advisory services are only offered to clients or prospective clients where Local Wealth Management, LLC (“LWM”) and its representatives are properly registered or exempt from registration.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.
The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.
3rd Party Websites
The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website
Tax and Legal Matters
The tax and estate planning information offered by the advisor is general in nature. 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.
General Market Commentary Statements
The opinions expressed in any commentary posted on this site are solely those of the individual author and do not necessarily reflect the views or opinions of Local Wealth Management, LLC. These opinions are based on information available at the time of posting and are subject to change without notice. Local Wealth Management, LLC does not commit to updating any posted positions or commentary to reflect subsequent developments. While the information and reasoning used to form these opinions are believed to be from reliable sources, Local Wealth Management, LLC does not verify this information, and no guarantee is provided regarding its accuracy, completeness, or validity. Local Wealth Management, LLC disclaims any and all liability for actions taken or not taken based on the content of this site. No warranty, express or implied, is given in connection with the content provided.
Ratings, Rankings and Recognition
Third-party rankings and recognition from rating services or publications are no guarantee of future success or quality. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. No fee was paid for consideration of any ranking or award.
Testimonials
All testimonials have been provided by current clients. No client was compensated for providing these testimonials. Local Wealth Management, LLC (“LWM”) gained each client’s permission to publish their testimonial. Outcomes are personal and specific to each client, and one client’s results do not guarantee identical outcomes in the future for another client.