Disclosures
LifeWealth Investments, LLC d/b/a The LifeWealth Group (“LWG”) is a Registered Investment Adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and searching our firm name. ADV Form 2B is available upon request. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC ("MAS"), member FINRA/SIPC. MAS, LWG, and SWM are not affiliated companies. Insurance products are offered through the affiliated insurance business Significant Wealth Management, LLC (“SWM”) d/b/a The LifeWealth Group. SWM is not a registered investment adviser. The insurance products offered by SWM are not subject to Investment Adviser requirements.
This website The LifeWealth Group (this “Website”) is owned and operated by LifeWealth Investments, LLC d/b/a The LifeWealth Group (”LWG”). The LifeWealth Group offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of LWG as of the date hereof, which are subject to change without notice at any time. LWG does not represent that any opinion or projection will be realized. Neither Firm LWG nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.
AE Wealth Management provides services without regard to religious affiliation and the views of individual advisors are not necessarily the views of AE Wealth Management.
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. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way. to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable. But accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions. nor should it be construed as advice designed to meet the particular needs of an individual's situation.
Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Hilgardt Lamprecht or The LifeWealth Group, LLC is stated or implied.
Appearances in Kiplinger were obtained through a PR firm. 2701835 - 11/24