Required and voluntary disclosures regarding the practice of Wolfson Private Wealth, LLC.
Wolfson Private Wealth, LLC (“WPW”) is an investment advisor registered with the U.S. Securities and Exchange Commission. A copy of our most recent Form ADV Part 2A (Disclosure Brochure) and Part 2B (Brochure Supplement) is available without charge by contacting Zach@wolfsonwealth.com or by visiting the SEC's Investment Adviser Public Disclosure website at adviserinfo.sec.gov.
Registration with the SEC does not imply a certain level of skill or training. WPW is registered as an investment advisor in those states in which it is required to be registered or notice-filed.
WPW is a fee-only fiduciary advisor. We are obligated, at all times, to act in the best interest of our clients, to disclose all material conflicts of interest, and to provide investment advice based solely on the merits of the advice and not on the compensation we receive. We accept no commissions, no referral fees, no twelve-b-one fees, and no third-party compensation of any kind.
WPW does not take physical custody of client assets. Client assets are held at Interactive Brokers LLC, a qualified custodian regulated by the U.S. Securities and Exchange Commission, the FINRA, and other regulatory bodies. Clients receive account statements directly from Interactive Brokers and may access their accounts at any time.
WPW is not affiliated with Interactive Brokers LLC. Our use of Interactive Brokers as a custodian does not constitute an endorsement of any other product or service offered by Interactive Brokers.
All investment strategies have the potential for profit or loss. Past performance is not indicative of future results. Diversification does not guarantee a profit or protect against loss. Forward-looking statements, projections, and forecasts are based on assumptions and are subject to significant uncertainties. Actual results may differ materially from those expressed or implied.
Any client examples or scenarios described on this website or in WPW publications are hypothetical composites for illustrative purposes only. They do not represent any specific client, do not reflect actual investment results, and should not be construed as a guarantee of future performance.
WPW does not offer tax or legal advice. Information provided regarding tax, residency, or estate matters is general in nature and should not be relied upon as tax or legal advice. Clients should consult with qualified tax and legal professionals regarding their individual circumstances.
Commentary regarding Florida tax structure, residency requirements, and asset protection represents general information as of the date of publication and is subject to change by legislative or regulatory action. Establishing Florida residency is a fact-specific legal determination and should be undertaken with qualified counsel.
Links from this website to third-party websites are provided as a convenience. WPW does not control and is not responsible for the content, accuracy, or privacy practices of any third-party site. The presence of a link does not constitute an endorsement.
Questions regarding any of the foregoing may be directed to:
Wolfson Private Wealth, LLC
Fort Lauderdale, Florida
Zach@wolfsonwealth.com
Important Disclosures. Wolfson Private Wealth, LLC ("WPW") is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. All investment strategies have the potential for profit or loss. Past performance is not indicative of future results. Diversification does not guarantee a profit or protect against loss.
Information presented on this website is for educational and informational purposes only, does not constitute investment, tax, legal, or accounting advice, and should not be construed as a solicitation, offer, or recommendation to buy or sell any security. Any client scenarios described are hypothetical composites for illustrative purposes only and do not represent any specific client, actual performance, or guarantee of results.
WPW does not offer tax or legal advice. Clients should consult qualified tax and legal professionals regarding their individual circumstances. Assets are custodied at Interactive Brokers LLC, a qualified custodian. WPW is not affiliated with Interactive Brokers LLC. The presence of a link to a third-party website does not imply endorsement.
Florida tax and asset protection commentary represents general information as of the publication date and is subject to change by legislative or regulatory action. WPW encourages all readers to obtain situation-specific counsel. Our complete disclosure brochure (Form ADV Part 2A) and Form CRS are available upon request and on the SEC's Investment Adviser Public Disclosure website.