The information provided on our website is for informational purposes and subject to change without notice. Any investment program may be volatile and can involve the loss of principal. Investing in global investment strategies can involve additional risks, such as the risk of currency fluctuations. No assurances can be made regarding the accuracy of any future prediction. Past performance is no guarantee of future returns. Not all past predictions were as accurate as those represented in the content of this website. Advisory services provided through Aveo Capital Partners, LLC. Recommendations made during the financial planning process are guidelines and do not guarantee success of any financial plan or process. We urge all clients and prospects to review our Brochure which can be found at:
Blog posts and articles reflect the personal opinions and viewpoints of the authors and should not be regarded as a description of the advisory services provided by Legacy Wealth Partners, LLC (“LWP”). The information is impersonal and not tailored to the circumstances or investment needs of any specific person. LWP manages its clients’ accounts using a variety of techniques not necessarily discussed in these books or articles. Nothing in these posts or articles constitutes investment advice or any recommendation with respect to a particular country, sector, industry, security or portfolio of securities. No assurance can be made regarding the profitability of any security mentioned or regarding the accuracy of any forecast made. Not all past forecasts were, nor future forecasts may be, as accurate as those presented. Past performance is no guarantee of future returns.
In the event your advisor at the Company leaves and joins another investment advisory firm, you hereby authorize the Company and your advisor to disclose your personal confidential information to such unaffiliated investment advisory firm for the purpose of transitioning your accounts if you choose. This notice shall serve as an amendment to paragraph 12 your investment advisory agreement with the Company and authorize the above disclosure. You have the right to opt-out of this provision by calling 303.552.0945 or emailing firstname.lastname@example.org.