MD Wealth Management, LLC is an Investment Adviser registered with the State of Michigan. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication’s conclusions. Please contact us at 734-433-9600 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from MDWM with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.mdwmllc.com. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
ELECTRONIC TRANSMISSION DISCLAIMER:
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Diversification does not guarantee a profit nor is it guaranteed to protect assets.
MD Wealth Management only transacts business in states where it is properly registered, or exempted from registration. MD Wealth Management does not accept time-sensitive transactional messages, including orders to buy and sell securities. Do not use email to request, authorize or send securities transfer instructions.
MD Wealth Management is not a licensed tax or legal professional, and does not render, or offer to render, tax or legal advice through its website, blog, or any electronic communication. Please consult with a licensed tax or legal professional on any matters related to tax or law to understand what is best for your personal situation.
CONFIDENTIALITY NOTICE: All email transmissions, including any attachments, from MD Wealth Management, are intended only for the person or entity to which it is addressed and may contain privileged and/or confidential material. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copy of this message is strictly prohibited. If received in error, please notify the sender immediately and delete/destroy the message and any copies thereof. This does not constitute investment advice and is not intended as an offer or solicitation to anyone. It is presented for information purposes only. The products or services described or referenced herein may not be suitable or appropriate for the recipient. Many of the products and services described or referenced herein involve risks and the recipient should not make any decision or enter into any transaction unless the recipient has fully understood all such risks and has independently determined that such decisions or transactions are appropriate for the recipient.
MD Wealth Management, LLC recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us. MD Wealth Management, LLC will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. MD Wealth Management, LLC will provide the privacy statement to all clients annually. We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
We gather information about you so that we can:
- Help design and implement the investment and planning related services we provide you.
- Comply with the federal and state laws and regulations that govern us.
- We may collect the following types of “nonpublic personal information” about you:
Information from our initial meeting or subsequent consultations about your identity, such as your name, address, Social Security number, date of birth, and financial information.
Information that we may receive from third parties with respect to your financial profile.
Information that we generate to service your financial needs.
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances. For example, in order for us to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm or independent contractors hired by MD Wealth Management, LLC.
Otherwise, MD Wealth Management, LLC will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
- We receive your prior written consent; or
- We have documentation that the recipient is your authorized representative; or
- We are required by law to disclose information to the recipient.
Arrangements with companies or independent contractors not affiliated with MD Wealth Management, LLC will be subject to confidentiality agreements.