Wealth Management Strategists
"We
work with retirees and pre-retirees with $200,000 or more in
investable assets helping them to achieve and preserve the lifestyle they
desire."
Investment products and services available
only to residents of : Wisconsin (WI), Illinois (IL), Florida (FL).
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IMPORTANT
CONSUMER INFORMATION
This site is for
informational purposes only and is not intended to be a solicitation or offering
of any security and:
- Representatives of a Registered
Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct
business in a state if the representatives and the BD or IA they represent,
(a) satisfy the qualification requirements of, and are approved to do business
by, that state; or (b) are excluded or exempted from that state's registration
requirements.
- Representatives of a BD or IA
are deemed to conduct business in a state to the extent that they would provide
individualized responses to investor inquiries that involve (a) effecting,
or attempting to effect, transactions in securities; or (b) rendering personalized
investment advice for compensation.
- We are registered to offer securities
in the following states: Wisconsin (WI), Illinois (IL), Florida (FL)
Securities
and advisory services offered through: HARBOUR INVESTMENTS,
INC.
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