Disclosure

This site is only intended for clients and interested investors residing in states and countries in which the Institute for Wealth Management is qualified to conduct investment advisory services.

The Institute for Wealth Management is a registered investment adviser under the Investment Advisor’s Act of 1940, located in Denver, Colorado. The Institute for Wealth Management may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, the Institute for Wealth Management 's website is limited to the dissemination of general information pertaining to its investment advisory services.

Please contact the Institute for Wealth Management at 877-572-3500 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, the Institute for Wealth Management does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by an Institute for Wealth Management representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.

Past performance may not be indicative of future results.  Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio.  No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.