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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