These presentations are offered for informational purposes only and should not be construed as an offer of personal investment advice. It does not account for your specific objectives, situation or needs, and no binding obligation to enter into any transaction with you is to be implied. Please note that PWAM or its Investment Adviser Representative(s) may trade for their own accounts and consequently, be invested on the opposite side of the market from your order(s) or have long or short positions in the securities referenced.
Investing involves risk, including loss of investment principal. Using a specific strategy or investment advice does not assure earning a profit or avoiding a loss.
Private Wealth Asset Management does not offer tax or legal advice. The information included herein is provided for illustrative and educational purposes only and should not be considered tax or legal advice. Laws and regulations are subject to change, which may materially impact the outcome or results. Private Wealth makes no warranties or guarantees with regard to the enclosed information, and disclaims any liability arising out of your use of, or any position, action, or inaction, taken in reliance on such information. Consult with your legal and tax advisors to determine how this information might apply to your specific situation.
Information contained in this presentation may be based on information and assumptions provided by you (the client), third parties, and/or Private Wealth Asset Management. This presentation provides broad and general guidelines on the advantages of certain financial planning concepts and does not constitute a recommendation of any particular technique. We recommend that you review your plan annually, unless changes in your personal or financial circumstances require more frequent review.