IMPORTANT DISCLOSURE INFORMATION
REGARDING THIS WEBSITE AND ITS CONTENT
GENERAL INFORMATION
Collective Wealth Partners, LLC is an investment advisor registered with the United States Securities and Exchange Commission. Our principal offices are located in Atlanta, Georgia.
The financial philosophy of our firm centers on comprehensive wealth management, which includes financial planning, portfolio management, and advisory consultations to assist individuals, families, and organizations achieve their long-term financial and wealth management goals.
ADVISORY REGULATIONS
Our firm and investment advisor representative(s) are in compliance with the current regulatory filing requirements imposed by those jurisdictions where we conduct business and maintain clients. Our firm only transacts business in jurisdictions where we are registered or qualify for an exemption or exclusion from registration requirements. Please contact us for a list of jurisdictions where we maintain registration(s). A copy of our current brochure (“Brochure”) which details our advisory services, fees, and operations is available upon request.
ONLINE PRIVACY RELATIVE TO THIS WEBSITE
We are committed to safeguarding consumer, prospective client, and client privacy, whether accessing our information online or otherwise. The information on this website is limited to the dissemination of general information about advisory services and investment strategies offered by our firm. This website may also link or provide access to additional investment-related information and publications (e.g., unaffiliated third-party content and applications). We also link or provide access to portals or websites of unaffiliated third-party service providers.
Our privacy provisions apply to this website and any online applications offered by unaffiliated third-party service providers engaged by us. We have confirmed that unaffiliated third-party service providers have proper security protocols to safeguard such information. It is important to note that Collective Wealth Partners only shares non-public personal information (NPI) with third parties upon receipt of a prospective client’s or client’s informed consent, and pursuant to a client’s written agreement for services provided by an unaffiliated third-party service provider.
LIMITATIONS OF INFORMATION ON THIS SITE
Consumers or prospective clients should not construe this website as a provision of personalized investment advisory recommendations or the solicitation to effect or an attempt to effect transactions in securities. Any subsequent, direct communication by Collective Wealth Partners will be conducted by an investment advisor representative of our firm that is registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Investments involve varying degrees of risk. There can be no assurance that any investment strategy, specific security or investment vehicle (including those undertaken or recommended by Collective Wealth Partners will be profitable or equal any historical performance level(s)). PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. Consumers or prospective clients should consult with a qualified advisor or tax professional before implementing strategies, investment vehicles, or securities discussed on this website (or in linked content).
USER CONSENT TO TERMS AND CONDITIONS
Each consumer and prospective client agrees, as a condition precedent to access this website, to release and hold harmless Collective Wealth Partners, its officers, directors, owners, employees, and agents from all adverse consequences resulting from any actions or omissions that are independent of the receipt of personalized individual advice from Collective Wealth Partners.