General Disclosure & Firm Information
Vantage Wealth Management, LLC (“Vantage”) is a federally registered investment advisor with the Securities and Exchange Commission. The information provided by Vantage, or any portion thereof, may not be copied or distributed without Vantage’s prior written approval. All statements are current as of the date written and do not constitute an offer or solicitation to any person in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it would be unlawful to make such offer or solicitation. The standard fee schedules for Vantage strategies are shown in the firm’s Form ADV Part 2.
Limitations of Website Content
This website is limited to the dissemination of general information pertaining to its diversified services. Accordingly, the publication of this website should not be construed by any consumer and/or prospective client as Vantage’s solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation over the Internet.
Registration & Compliance Information
Any subsequent direct communication by Vantage with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Vantage, please contact the SEC or the state securities law administrators for those states in which Vantage maintains registration or notice filing. Vantage’s current written disclosure statement (Form ADV Part 2A) discussing Vantage’s business operations, services, and fees is available from Vantage upon written request and at the bottom of this webpage.
Use & Distribution of Information
The information provided by Vantage, or any portion thereof, may not be copied or distributed without Vantage’s prior written approval. All statements are current as of the date written and do not constitute an offer or solicitation to any person in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it would be unlawful to make such offer or solicitation. The standard fee schedules for Vantage strategies are shown in the firm’s Form ADV Part 2A.
Research, Analysis & Market Opinions
This information was produced by, and the opinions expressed are those of Vantage as of the date of writing and are subject to change. Any research is based on Vantage’s proprietary research and analysis of global markets and investing. The information and/or analysis presented have been compiled or arrived at from sources believed to be reliable. However, Vantage does not make any representation as to their accuracy or completeness and does not accept liability for any loss arising from their use. Some internally generated information may be considered theoretical in nature and is subject to inherent limitations.
Past Performance & Investment Risks
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including those recommended by Vantage), or product referred to directly or indirectly by Vantage on its website, or via a link to an unaffiliated third-party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be suitable or profitable for a client’s or prospective client’s portfolio.
Market Conditions & Forward-Looking Statements
Due to differences in actual account allocations, account opening date, timing of cash flow in or out of the account, rebalancing frequency, and various other transaction-based or market factors, a client’s actual return may be materially different than those portrayed in the model results. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. Past performance is no guarantee of future results. The information provided may contain projections or other forward-looking statements regarding future events, targets, or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved and may be significantly different than what is shown here.
Social Security & Tax Considerations
The presenter can provide information but not advice related to Social Security benefits. Clients should seek guidance from the Social Security Administration regarding their situation. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please visit your local Social Security Administration office or visit www.ssa.gov.
Hypothetical Examples & Illustrations
Any hypothetical examples are for illustration purposes only and are not intended to be representative of actual results or any specific investment, which will fluctuate in value. The determinations made by these examples are not guarantees or projections, and no taxes or fees/expenses are included in the calculations, which would reduce any figures shown. Please keep in mind that it is possible to lose money by investing, and actual results will vary. Projected rates do not reflect actual or expected performance within any example or financial product.
Liability & Client Agreement
Each client and prospective client agree, as a condition precedent to his/her/its access to Vantage’s website, to release and hold harmless Vantage, its officers, directors, owners, employees, and agents from all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Vantage.
Hyperlinks
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites and the information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. It is given for informational purposes only and is not a solicitation to buy or sell the securities mentioned. The information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice, or other content. By clicking on these links, you will leave our server, as they are located on another server. We have not independently verified the information available through this link. The link is provided to you as a matter of interest. Please click on the links below to leave and proceed to the selected site.
Vantage 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 this web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.