Important Disclaimer

Regulatory & Disclosure Information for Continuum Wealth Management, LLC

This website is provided as a service of Continuum Wealth Management, LLC.  By accessing the website, you agree to the following terms and conditions:

State of Arizona Registration:  Continuum Wealth Management, LLC is a Registered Investment Advisor with the State of Arizona Corporation Commission, Securities Division.  Continuum Wealth Management, LLC also has clients in other states, but due to the fact that Continuum Wealth Management, LLC has less than six investment advisory clients in those states, Continuum Wealth Management, LLC does not maintain registration in such jurisdiction.

No Offer:  Nothing on the website should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment or to engage in any other transaction.  Continuum Wealth Management, LLC does not render or offer to render personalized investment advice or financial planning advice through the website.  Continuum Wealth Management, LLC's specific advice is given only within the context of our contractual agreements with each client.  The website is limited to the dissemination of general information about Continuum Wealth Management, LLC, service offerings, and provides an alternative method for prospective clients to learn about and contact Continuum Wealth Management, LLC.  Advice may only be rendered after the delivery of Form ADV-Part II, the execution of an investment advisory and/or financial planning agreement by the client and advisor and, if applicable, the initial payment of the planning fee by the client to the advisor.

No Reliance:  While Continuum Wealth Management, LLC uses reasonable efforts to obtain information from sources which it believes to be reliable, Continuum Wealth Management, LLC makes no representation that the information or opinions contained in the website are accurate, reliable or complete.  The information and opinions contained in the website are provided by Continuum Wealth Management, LLC for personal use and informational purposes only and are subject to change without notice.  Nothing contained on the website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision.  Continuum Wealth Management, LLC's specific advice is given only within the context of our contractual agreement with each client.

Linked Websites:  When you access certain links on the website, you may leave the website.  Continuum Wealth Management, LLC does notendorse the content of such websites nor the products, services or other items offered through such websites.  Any links to other sites are not intended as referrals or endorsements, but are merely provided to the users of the website for convenience and informational purposes.

Password-Protected Areas:  Some of the material in the website, notably under "Client Login," is password-protected and access to these areas is restricted to authorized users only.  For example, the TD Ameritrade Institutional site is password-protected for Continuum Wealth Management, LLC's clients only.  The user in password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.

 

Affiliations CFP Phoenix