Investment advisory services provided by Phase 2 Wealth Advisors, LLC, a State of Washington registered investment advisor. Registration with the State of Washington does not constitute an endorsement of the firm by regulators, nor does it indicate that the adviser has attained a particular level of skill or ability. This information is prepared by our firm and its internal staff. The information presented in this report is believed to be accurate, but our firm cannot guarantee the correctness of the data. This report is presented for educational purposes only and does not intend to make an offer or solicitation for sale or purchase of any securities. Be sure to consult with a qualified financial advisor and/or tax professional before implementing any strategies discussed on this website. Investing involves risk, including the potential loss of principal. No investment strategy, such as asset allocation or diversification, can guarantee a profit or protect against loss in periods of declining values. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark. Please note that rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability. Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment. Investments involve risk and, unless otherwise stated, are not guaranteed.
Information on this website is directed toward US residents only. Phase 2 Wealth Advisors LLC is registered as an investment adviser with the Washington state securities regulator and only transacts business in state(s) where it is properly registered, or is excluded or exempted from registration requirements.
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