Wealth by Design (“WD”) is an independent office which offers advisory services through United Advisor Group, LLC (“UAG”). UAG is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. UAG and Wealth by Design are independent entities. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. UAG’s, Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or as personalized investment, tax, or legal advice.

This Website is owned and operated by Wealth by Design (“WD”). Wealth by Design is an independent office which offers advisory services through United Advisor Group, LLC (“UAG”). UAG is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the advisory firm by the SEC, nor does it indicate that the advisory firm has attained a particular level of skill or training. UAG and Wealth by Design are independent entities. Form ADV Part 2A & CRS can be obtained by visiting: https://adviserinfo.sec.gov and searching UAG’s firm name. Wealth by Design offers additional products or services which are not advisory services offered through or supervised directly by UAG. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or as personalized investment, tax, or legal advice.

All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of Wealth by Design as of the date hereof, which are subject to change without notice at any time. Wealth by Design does not represent that any opinion or projection will be realized. Neither Wealth by Design nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract.

WEALTH BY DESIGN

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