2017 VESTA Wealth Management disclaimers
© 2017 VESTA Wealth Management, LLC. All rights reserved.
IRS Circular 230 Disclosure: We do not provide tax or legal advice. Pursuant to IRS Regulations, please note that (i) any discussion of tax matters contained in our communications (including any attachments) cannot be used for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from independent tax and legal advisors.
This website is provided by VESTA Wealth Management, LLC (“Vesta” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. No portion of this website is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in this website is derived from sources that Vesta believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages. Any reference to a market index is included for illustrative purposes only, as it is not possible to directly invest in an index. Indices are unmanaged, hypothetical vehicles that serve as market indicators and do not account for factors that have the effect of reducing the performance of an actual investment portfolio: ETF tracking errors, multiple forms of taxation, transaction costs generally associated with investable products, the deduction of management fees, and other factors.
VESTA is an SEC registered investment adviser that maintains a principal place of business in the State of Florida. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Vesta’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.
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