IMPORTANT DISCLOSURE INFORMATION
Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by EisnerAmper Wealth Management & Corporate Benefits, LLC (“EisnerAmper Wealth Management”), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. EisnerAmper Wealth Management is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from EisnerAmper Wealth Management. Please remember that it remains your responsibility to advise EisnerAmper Wealth Management, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services and/or publications, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if EisnerAmper Wealth Management is engaged, or continues to be engaged, to provide investment advisory services Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. No ranking should be construed as a current or past endorsement of EisnerAmper Wealth Management by any of its clients. ANY QUESTIONS: EisnerAmper Wealth Management’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
Securities offered through APW Capital, Inc., Member FINRA/SIPC 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211. Advisory and financial planning services offered through EisnerAmper Wealth Management & Corporate Benefits, LLC. EisnerAmper Wealth Management & Corporate Benefits, LLC and APW Capital, Inc. are unaffiliated.
All names, logos and slogans identifying United Capital and United Capital’s products and services (including, without limitation, Honest Conversations® , Money Mind® , FinLife® , FlexScore® , Financial Control Scorecard® , FCS® , One Best Financial Life® , United Capital Private Wealth Counceling® , Ideal Life Index SM, and FinLife Partners Powered by United Capital SM, United Capital Financial Life Management SM, Financial Years of Freedom SM) are trademarks and service marks of registered trademarks and service marks of United Capital or its affiliates in the United States and/or other countries. FinLife Partners is a dba of United Capital Financial Advisers, LLC (“United Capital”). United Capital and EisnerAmper Wealth Management & Corporate Benefits, LLC are separate and unrelated companies. Financial Planning or Wealth Management; Please Note: EisnerAmper Wealth Management does not serve as an attorney or accountant. EisnerAmper Wealth Management does not prepare estate planning documents or tax returns.