Investment advisory services are offered through Impact Partnership Wealth, LLC, a registered investment adviser firm. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Past performance may not be indicative of future results. Impact Partnership Wealth, LLC, its affiliates, and its investment adviser representatives do not provide legal, tax, or accounting advice. You should consult your legal and/or tax professionals before making any financial decisions.
No information or material presented on this website is intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. Impact Partnership Wealth offers a broad range of investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary which can also be accessed here on this website.
Impact Partnership, LLC and the Impact Partnership Wealth, LLC are affiliated firms. Impact Partnership Wealth, LLC and Market Guard are affiliated firms. The Impact Partnership, LLC and Market Guard are not affiliated firms.
Please be advised that the investment advisory services and the securities offered:
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Are Not FDIC Insured
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Are Not Bank Guaranteed
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May Lose Value
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Are Not Deposits
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Are Not Insured by Any Federal Government Agency
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Are Not a Condition to Any Banking Service or Activity
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Fidelity Fee Schedule | TD Ameritrade Fee Schedule | Charles Schwab Fee Disclosure | Texting Disclosure