Important Disclosures – Sound Wealth

Important Disclosures:

Sound Wealth advisory services are provided through Sowell Management, a registered investment adviser. Sound Wealth is a trade name and logo that is used for marketing purposes, and may appear on marketing materials or client statements. Clients should understand Sound Wealth and Sowell Management are separate legal entities, and both are independently owned and operated.

This website is intended for informational purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced upon the site. Such offers can only be made where lawful under applicable law. Sound Wealth does not intend to provide investment advice through this site and does not represent that the securities or services discussed are suitable for any investor. Investors are advised not to rely on any information contained in the site in the process of making a fully informed investment decision. Despite our efforts to be accurate, these pages may contain errors and information that is no longer current. The information published on this website is subject to change on a regular basis without notice. This website should not be regarded as a complete analysis of the subjects discussed. Sound Wealth and this site do not intend to render tax or legal advice, and information on this site should not be relied upon as a substitute for legal, tax, and/or accounting advice. Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of and/or provide access to Sound Wealth (and those other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). No client or prospective client should assume that any discussion or information presented on this website serves as the receipt of, or a substitute for, personalized advice from an investment professional.

Unless specified otherwise, a viewer should consider the information on this website as general in nature. Viewing or utilizing information on this website, or contacting or responding to our offices or advisers does not create an advisory relationship of any kind.

Past performance is not indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Sound Wealth) made reference to directly or indirectly by Sound Wealth in its website, or indirectly via a link to an unaffiliated third party website will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the payment of which would have the effect of decreasing historical performance results.

Privacy:

The privacy of individuals who visit the Sound Wealth website is important to us. Personal information submitted electronically to Sound Wealth is treated in the same manner as information submitted via mail or during an office visit. We do not compile personal information or other information for sale to third parties.

Sound Wealth does collect and retain statistical and technical data about visits to our site, such as the date and time of the visit, the length of the visit, and the pages visited. We use this information to improve the content of our web services and to help us understand how visitors use our services. This information may be shared with an outside consultant to improve the quality of our site and prevent pay-per-click fraud.

Security:

There are security issues involved when submitting personal or confidential information over an Internet connection. The decision to do so is at your discretion.

We attempt at all times to provide our users with a safe Internet browsing experience. However, there may be times when such security measures are beyond our control. You are directly responsible for correct use, maintenance and security of your computer, network system, software applications and/or electronic files. Sound Wealth is not liable for any damages to or loss of your computer, network system, software applications or electronic files due to inadequate security features, user error and/or failure to comply with recommended operating procedures and maintenance; nor is Sound Wealth liable for any damages or loss due to Internet connection and/or service failures, problems, or damages caused by applications owned and maintained by a separate corporation or entity.

Outside Links:

Sound Wealth uses links to other web sites in an effort to assist users in locating information on topics that might be of interest to them. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Sound Wealth. Sound Wealth cannot attest to the accuracy of information provided by linked sites, and does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Linking to a web site does not constitute an endorsement by Sound Wealth of any of its employees of the sponsors of the site or the products presented on the site. Visitors to theses websites should not use or rely on the information contained therein until consulting with an independent finance professional. Technical problems with outside links, other than a link that has been moved or changed, should be reported to the entity that maintains the site.

Consent:

Use of our website is denoted as your implicit consent of all provisions of this policy. For questions regarding this policy, please contact Sound Wealth.

SOUND WEALTH PROVIDES ADVISORY SERVICES THROUGH SOWELL MANAGEMENT. SOWELL MANAGEMENT IS A REGISTERED INVESTMENT ADVISER. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES, INVESTMENTS, OR INVESTMENT STRATEGIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HEREIN.