NexBank Wealth Advisors is a registered investment adviser under the United States Securities and Exchange Commission (“SEC”) Investment Advisers Act of 1940. The information in this website has not been approved or verified by SEC or by any state securities authority. Registration of an Investment Adviser does not imply any level of skill or training. The oral and written communications of an Adviser provide you with information about which you determine to hire or retain an Adviser.
Additional information about us is also available on the SEC’s website at www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. The CRD number for NexBank Wealth Advisors is 133267. The SEC’s website also provides information about any persons affiliated with us who are registered, or are required to be registered, as investment adviser representatives of NexBank Wealth Advisors.
This commentary provides general information for illustrative purposes only and is compiled by NexBank Wealth Advisors. This website should not be considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services discussed herein. It is not intended as professional and/or financial advice and it does not purport to show actual results. This report provides information obtained from sources believed to be reliable, but no representation or warranty, express or implied, is made by us as to their accuracy, completeness or correctness. This commentary constitutes an opinion as of the date published to the website and is subject to change without notice and therefore it may not be accurate or current. We do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Although some of our employees may be attorneys, these employees do not represent the firm’s clients and do not provide legal advice. Any person seeking legal advice should seek their own legal counsel.
Investments in securities or other financial instruments involve risk. Past performance does not guarantee future results. There can be no assurance that similar performance will be experienced. There is no guarantee that investment strategies will achieve the desired results in different economic and market cycles. Clients may experience a loss. No representation is being made that any account, product, or strategy will or is likely to achieve profits, losses, or results similar to those discussed, if any. Returns should not be considered indicative of future results. More complete information regarding the investment products and services described herein, including any fees that we may charge are contained in our Form ADV on file with the SEC, which is available at www.adviserinfo.sec.gov.