Disclosures

Society 8807 Wealth Management provides investment advisory services and financial planning. We work to understand your goals, risk tolerance, and time horizon before making recommendations.

Information on this website is for educational purposes only and should not be considered individualized investment, tax, or legal advice.

We strive to be transparent about fees. Your advisory fee schedule and billing details are provided in your advisory agreement and/or disclosure documents.

Fees may vary based on service type, account size, and engagement complexity. Ask us for the most current fee schedule before engaging services.

All investing involves risk, including the possible loss of principal. Past performance is not indicative of future results.

Diversification and asset allocation do not ensure a profit or protect against loss in declining markets.

Investment advice is offered through Society 8807 Wealth Management, a registered investment advisor.

Securities offered through LPL Financial, Member FINRA/SIPC. Society 8807 Wealth Management is a separate entity from LPL Financial.

Representatives associated with this website may discuss investment advisory services only with residents of the states in which they are properly registered or licensed.

Neither LPL Financial nor its registered representatives offer tax or legal advice. Please consult qualified tax and legal professionals regarding your specific circumstances.

Any tax-related discussion contained on this website is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code or any other applicable tax law.