MANDATORY REGULATORY INFORMATION
Wrightpoint Wealth, LLC is an independent investment adviser firm registered with the Kentucky Department of Financial Institutions (DFI). Registration with the state of Kentucky does not imply a certain level of skill or training.
Jurisdiction: Wrightpoint Wealth, LLC is only permitted to transact business in Kentucky and other states where it is properly registered or exempt from registration.
Firm Brochure (ADV Part 2A): We are required to deliver to all clients and prospective clients a current copy of our written disclosure statement, which is Form ADV Part 2A (the Firm Brochure). This document details our services, fees, and disciplinary information.
Brochure Supplement (ADV Part 2B): We are also required to deliver a current Form ADV Part 2B (Brochure Supplement) for each Investment Adviser Representative (IAR) who provides you with investment advice.
Documents: Both the Firm Brochure and Brochure Supplement are available upon request and can be viewed on the Investment Adviser Public Disclosure (IAPD) website.
Privacy Policy: We are committed to safeguarding the personal information of our clients. Please review our Privacy Policy to understand how we collect, use, and protect your nonpublic personal data, as required by Kentucky administrative rules.
DISCLAIMERS AND LIMITATIONS OF RISK
Investment Risk
Investing in securities involves risk of loss. Past performance is not indicative of future results and does not guarantee future investment success. No client or prospective client should assume that any specific investment or investment strategy referenced on this website will be profitable.
Not Personalized Advice
The information, opinions, and analysis presented on this website are for informational and educational purposes only. Nothing on this website should be construed as personalized investment, financial, legal, or tax advice. The scope of any financial planning and/or investment advisory services depends entirely on the terms of a written client agreement and the specific needs and requests of the client.
Non-Affiliated Services
Wrightpoint Wealth, LLC is not a law firm, certified public accounting firm, or insurance agency. We do not prepare legal documents or tax returns, nor do we sell insurance products. You should consult with an attorney or tax professional regarding your specific legal or tax situation.
Professional Designations
The attainment of any designation, professional degree, license, or certification should not be interpreted by clients or prospective clients as a guarantee of specific results when engaging Wrightpoint Wealth, LLC for investment advisory services.