This website is a publication of Wealth Management LLC. Information presented is believed to be factual and may or may not be up-to-date. We do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Wealth Management LLC does not have a duty to update the content of this website, nor does it warrant that the content is free from technical inaccuracies or typographical errors, or free from interruptions, errors, computer viruses or other harmful components.

Any types of investments or strategies involving varied levels of risk cannot and will not be guaranteed by Wealth Management, LLC.  There can be no assurance that any specific investment or investment strategy will be either suitable or profitable for a client’s or prospective client’s portfolio and may result in a loss of principal.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional advisor should be consulted before implementing any of the options presented, a signed engagement agreement should be executed, and a Form ADV disclosure brochure delivered.

Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services, or products found on websites linked hereto.

Information on this website is directed toward United States (U.S.) residents only. Wealth Management LLC, a Registered Investment Advisor with the Securities Exchange Commission (SEC). This registration with the SEC does not constitute a professional specialty designation or endorsement. Wealth Management LLC only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

We cannot accept trade orders or other investment account transaction requests by voicemail, fax, or email. Trade orders or account transaction requests, important letters or documents, emails, or fax messages regarding your investments must be confirmed or conveyed by calling 888-733-4916 and asking to speak directly to either your investment advisor representative or an available investment advisor representative. Emails, faxes, and voicemails may not be monitored daily, or after normal business hours and cannot be relied upon to timely communicate your wishes. Requests for trade orders and other transaction requests received after 1 p.m. CST will be processed on a best efforts basis and may not take place until the following trading day.

TD Ameritrade, Inc. is one of the firms we use to custody our client assets. TD Ameritrade and Wealth Management LLC are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Part 2A

Form CRS