Disclosures
Sound Wealth Management LLC (“SWM”) is a registered investment advisor offering advisory services in the States of South Carolina, North Carolina, and in other jurisdictions where exempt. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, SWM disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. SWM does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall SWM be liable for any direct, indirect, special, or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if SWM or a SWM authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
The information is being provided strictly as a courtesy/convenience. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided on these websites. SWM is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for use of the websites you are visiting. Sound Wealth Management LLC 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 SWM’s website or incorporated herein and takes no responsibility thereof.
Firm ADV & Brochures
Privacy Policy
We take protecting your data and privacy very seriously. Here is a link to the firm’s privacy policy. Additionally, as of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data.
Designation Disclosures
Please review our Designation Disclosures.
Presentations and Videos Disclosure
Please review our Presentations and Videos Disclosure.
Business Continuity Plan
Please review our Business Continuity Plan.