RW Wealth is a Registered Investment Advisor and Certified Public Accountant firm in Ponte Vedra Beach, FL. RW Wealth may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. RW Wealth’s web site is limited to the dissemination of general information pertaining to its advisory and accounting services. Accordingly, the publication of RW Wealth’s web site on the internet should not be construed by any consumer and/or prospective client as RW Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by RW Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of RW Wealth, please contact the Florida Office of Financial Regulation or the state securities regulators for those states in which RW Wealth has registered. A copy of RW Wealth’s firm brochure discussing RW Wealth’s business operations, services, and fees is available from RW Wealth upon written request. RW Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to RW Wealth’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by RW Wealth), will be profitable or equal any historical performance level(s).
The CFA® certification mark, and the Chartered Financial Analyst® certification mark, are recognized symbols of professionalism and integrity that distinguish charterholders from other investment professionals around the world. The uses of the CFA Marks are governed by the Code of Ethics and standard VII(B) of the Standards of Professional Conduct and applicable laws. CFA Marks can only be used by charterholders who are dues paying members of CFA Institute not subject to certain Professional Conduct violations and whose rights to use the CFA designation have not been suspended or revoked.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
