WEBSITE CONTENT
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Bormann Wealth Management, LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an adviser, accountant, or legal counsel prior to implementation. This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
REGISTRATION INFORMATION
Bormann Wealth Management, LLC is a registered investment adviser in the State of Washington. Our firm may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact their state securities administrator.
WITH REGARD TO INVESTMENT STRATEGIES
Bear in mind that past performance does not predict future results. Any discussion of investment theory or strategies on this website is intended for general educational purposes and is not financial advice. Consult with an advisor who understands your personal situation, risk preferences, tax status, and other unique circumstances before implementing an investment plan. Investors should inquire about commissions, expense ratios, trading costs, and advisor compensation before purchasing any mutual fund, variable annuity, or ETF. Investment strategies do not always accomplish their stated goals, and even a diversified portfolio may experience loss of principal. In some time periods, all investments will do poorly.
PRIVACY POLICY
Financial advisory clients of Bormann Wealth Management, LLC will be provided with a written privacy policy statement at or before the time their engagement as a client begins. The privacy policy can also be found in the Files section of this website.
Contact: info@bormannwm.com.
Bormann Wealth Management, LLC is a registered investment adviser offering advisory services in the State of Washington and in other jurisdictions where exempted. Copyright © 2020-2022 Bormann Wealth Management. All Rights Reserved.