Disclosure
Investment advisory services offered through the Impact Partnership Wealth, LLC ("IPW"), a Securities and Exchange Commission Registered Investment Adviser firm. IPW and Summit Wealth Strategies are not affiliated firms. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.
Past performance may not be indicative of future results. IPW, its affiliates, and its investment adviser representatives do not provide legal, tax, or accounting advice. You should consult your legal and/or tax professionals before making any financial decisions.
Please be advised that you may conduct securities transactions only by speaking directly with your Investment Advisor Representative either by phone or in person.
No information or material presented on this website is intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. IPW offers a broad range of investment advisory (including financial planning) and other services. Additional information is available in our Client Relationship Summary which can also be accessed here on this website, https://impactpartnershipwealth.com/docs/Impact-Form-CRS.pdf.
Insurance and annuities offered through Summit Wealth Strategies, LLC, CO Insurance License # 546856.
575995-0322
Please be advised that the securities advice offered, securities transactions conducted and assets under management services rendered by Impact Partnership Wealth, LLC are not:
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Are Not FDIC Insured
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Are Not Bank Guaranteed
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May Use Value
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Are Not Deposits
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Are Not Insured by Any Federal Government Agency
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Are Not a Condition to Any Banking Service or Activity
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Form CRSPrivacy NoticeForm 2A Wrap Brochure
