Disclosures & Regulatory Documents

Disclaimer

ThePartners Wealth Management (“ThePartners”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an Investment Adviser. Registration with the SEC does not imply a certain level of skill or training. All investing involves risk of loss, including the possible loss of all amounts invested. This website or any related materials are provided for informational purposes only and do not constitute an official statement.

The statements, claims, content, and/or commentary made herein and in ThePARTNERS’ other websites, videos, podcasts, blog posts, articles, and other publications or materials (collectively, the “Materials”) provide general market commentary or information and/or express the personal opinion of the author or speaker, which does not necessarily reflect the views or opinions of ThePARTNERS. The content in the Materials should not be interpreted as providing legal, tax, or investment advice, nor is it a solicitation to engage in any particular securities transaction. ThePARTNERS and its representatives may only transact business or provide investment advice in states where registered, where required notices have been filed, or where they are otherwise excluded or exempted from such registration or filing requirements.

If any performance reports are displayed on this website, they are not intended to replace or supersede custodian-generated reporting. ThePARTNERS encourages a periodic comparison of performance reports to same-dated custodial statements. Security prices have been obtained from sources believed to be reliable, but accuracy or completeness cannot be guaranteed. Occasional minor variations may exist due to certain pricing differentials, accrued interest calculation methodology, and/or trade date versus settlement date convention. Investment performance cannot be properly evaluated by comparing total cost to total market value. Only changes in market value over time adjusted for deposits and withdrawals should be utilized for this purpose. Cost figures may not be appropriate for tax purposes.

The information on the Materials does not constitute an offer to sell, or a solicitation of an offer to buy or sell any securities or investment products sponsored by ThePARTNERS and is intended for informational purposes only. All investments in securities involve a risk of loss of capital and no guarantee or representation can be made that an investment will generate profits or that an investment will not incur a total loss of invested capital. Furthermore, nothing herein is intended to imply that ThePARTNERS’ investment strategies may be considered “conservative”, “safe”, “risk free” or “risk averse.”

Certain information on the Materials has been obtained or derived from unaffiliated third-party sources believed by ThePARTNERS to be reliable. Neither ThePARTNERS nor any of its affiliates or representatives make any representation or warranty, express or implied, as to the accuracy or completeness of the information contained herein.

The investment services and products mentioned on the Materials may often have tax consequences; therefore, it is important to bear in mind that ThePARTNERS does not provide tax advice. The levels and bases of taxation can change. Investors’ tax affairs are their own responsibility and investors should consult their attorneys or other tax advisors in order to understand the tax consequences of any products and services mentioned herein.

The information on the Materials is confidential, and is intended solely for the information of the person to whom it was delivered, and may not be republished or redistributed, in whole or in part, to any third parties.

If the reader of this information is not the intended recipient, you are hereby notified that you have received this presentation in error and any review, dissemination, distribution, or copying of this information or any materials contained herein is strictly prohibited.

Unauthorized reproduction, redistribution, or modification of this content without prior written consent from ThePARTNERS is prohibited.

If you received any confidential materials in error, please notify ThePARTNERS immediately and delete any copies.

© THEPARTNERS

Email communications disclaimer

Investment Advisory services are provided by The Partners Wealth Management, LLC (“ThePARTNERS”), a U.S. Securities and Exchange Commission (“SEC”) registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Representatives registered with ThePARTNERS may only conduct business with residents of the states and jurisdictions they are properly registered. Check the background of the investment firm on SEC’s Adviser Check.

Pursuant to the SEC and Financial Industry Regulatory Authority (“FINRA”) requirements, all incoming and outgoing emails and attachments are subject to review by ThePARTNERS’ compliance department and retained electronically pursuant to ThePARTNERS’ policies and regulatory requirements. ThePARTNERS is not responsible for the timely processing of any instructions related to securities transactions and cash transfers sent by email as any such time-sensitive instructions must be communicated verbally to your advisor or a designated member of that advisor’s team. The information contained in this e-mail message is intended only for the personal and confidential use of the recipient(s) named above. If the reader of this message is not the intended recipient or an agent responsible for delivering it to the intended recipient, please notify us immediately by e-mail, and delete the original message without any review/dissemination thereof. Receipt by anyone other than the intended recipient does not waive privilege related to that communication including but not limited to the attorney-client privilege, as applicable. Please remember to contact ThePARTNERS, in writing, if there are any changes in your personal/financial situation or investment objectives to review, evaluate and/or revise our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request. Trade orders sent via email will not be executed. Please also be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. Nothing stated in this email constitutes legal, tax, or investment advice nor is it a solicitation or recommendation to engage in any securities transaction.