DISCLOSURE STATEMENT
Strategic Wealth, LLC (SW) is a registered investment advisor with the State of Georgia. The firm is located in Alpharetta, GA. SW is in compliance with the current notice filing requirements imposed upon Georgia registered investment advisors. SW may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notification requirements. All of the information contained on this web site is for informational purposes only and provides a method for individuals to contact SW . Information on this website does not constitute an offer or solicitation to sell or provide investment advisory services or securities.
None of the information accessed through the SW website constitutes financial, investment, tax, legal or any other advice and is not to be relied on in making an investment or other decisions. SW's specific advice is given solely based upon our contractual agreements with each client. Any subsequent, direct communication by SW with any client or prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides. No client or prospective client should assume content contained on the website serves as a substitute for personalized advice from Strategic Wealth, LLC. For information pertaining to the registration status of SW, you may contact the SEC or the state securities regulators for those states in which SW maintains a notice filing.
The information on this web site is derived from data gathered from sources which SW believes to be reliable. There is no guarantee as to the accuracy of the information presented, the information is not claimed to be complete and is not intended to be the primary basis for investment decisions. By accessing certain links contained on the SW web site visitors may leave the SW web site and be redirected to another web site. SW does not endorse the products, content, services or any other items or information offered through these websites. SW does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by an unaffiliated third party, whether linked to SW's website or incorporated herein. None of the links to other sites are intended as endorsements or referrals. The links are simply provided to SW website visitors as a convenience and for informational purposes only. The information resulting from using the tools, calculators or information through this website should not in any way be construed as a substitution for the receipt of personalized individual investment advice from an investment advisor representative associated with Strategic Wealth, LLC.
Past performance is not a guarantee of future results. No client, current or prospective, should make any assumptions that future performance of any specific investment or investment strategy will equal the described performance level(s) or be profitable. This includes investments and/or investment strategies recommended or utilized by SW or products to which SW makes direct or indirect reference to on its web site as well as indirectly to an unaffiliated third party website accessed via a link. Investments of all types involve varying degrees of risk. No assurances can be made as to any specific investment being either suitable or profitable for a client or prospective client’s investment portfolio. Each client and prospective client agrees, as a condition precedent to the client’s access to SW's website, to release and hold harmless, Strategic Wealth, LLC, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of client’s actions and/or omissions which are independent of client’s receipt of personalized individual advice from Strategic Wealth, LLC.
A copy of SW's current disclosure statement (ADV Part II) is available from SW upon request. The disclosure statement provides details of SW's business operations, services and fees.
None of the information accessed through the SW website constitutes financial, investment, tax, legal or any other advice and is not to be relied on in making an investment or other decisions. SW's specific advice is given solely based upon our contractual agreements with each client. Any subsequent, direct communication by SW with any client or prospective client shall be conducted by a representative that is either registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides. No client or prospective client should assume content contained on the website serves as a substitute for personalized advice from Strategic Wealth, LLC. For information pertaining to the registration status of SW, you may contact the SEC or the state securities regulators for those states in which SW maintains a notice filing.
The information on this web site is derived from data gathered from sources which SW believes to be reliable. There is no guarantee as to the accuracy of the information presented, the information is not claimed to be complete and is not intended to be the primary basis for investment decisions. By accessing certain links contained on the SW web site visitors may leave the SW web site and be redirected to another web site. SW does not endorse the products, content, services or any other items or information offered through these websites. SW does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by an unaffiliated third party, whether linked to SW's website or incorporated herein. None of the links to other sites are intended as endorsements or referrals. The links are simply provided to SW website visitors as a convenience and for informational purposes only. The information resulting from using the tools, calculators or information through this website should not in any way be construed as a substitution for the receipt of personalized individual investment advice from an investment advisor representative associated with Strategic Wealth, LLC.
Past performance is not a guarantee of future results. No client, current or prospective, should make any assumptions that future performance of any specific investment or investment strategy will equal the described performance level(s) or be profitable. This includes investments and/or investment strategies recommended or utilized by SW or products to which SW makes direct or indirect reference to on its web site as well as indirectly to an unaffiliated third party website accessed via a link. Investments of all types involve varying degrees of risk. No assurances can be made as to any specific investment being either suitable or profitable for a client or prospective client’s investment portfolio. Each client and prospective client agrees, as a condition precedent to the client’s access to SW's website, to release and hold harmless, Strategic Wealth, LLC, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of client’s actions and/or omissions which are independent of client’s receipt of personalized individual advice from Strategic Wealth, LLC.
A copy of SW's current disclosure statement (ADV Part II) is available from SW upon request. The disclosure statement provides details of SW's business operations, services and fees.
