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BWA: Disclosure
COMPLIANCE DISCLOSURE:
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Bartolf Wealth Advisors. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Links to other sites endorsing a stock should not be construed to be a recommendation of that stock by Bartolf Wealth Advisors. The presence of this Web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state(s) in which Bartolf Wealth Advisors is licensed (Registered Investment Advisors are legally empowered to provide investment advisory services only to residents of the states in which they are licensed).
BWA: Charles Schwab & Co., Inc. Disclosure
Schwab is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear(s) on this Web site. Bartolf Wealth Advisors, Inc. is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. Bartolf Wealth Advisors, Inc. provides investment advisory services for your account. Schwab has agreements with Bartolf Wealth Advisors, Inc. under which Schwab provides Bartolf Wealth Advisors, Inc. with services related to your account. Schwab does not review the Bartolf Wealth Advisors, Inc. Web site, and makes no representation regarding the content of the Web site. The information contained in the Bartolf Wealth Advisors, Inc. Web site should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.
