Disclosures
PrairieView Wealth & Tax Advisors, LLC is a registered investment advisor. Information in this message is for the intended recipient[s] only. Please visit our website pv-wp.com for important disclosures.
PrairieView Wealth & Tax Advisors Wealth Partners, LLC often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. PrairieView Wealth & Tax Advisors, LLC makes every effort to ensure that email communications do not contain sensitive information. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession, notify the sender that you have received this communication in error, and note that any review or dissemination of, or the taking of any action in reliance on, this communication is expressly prohibited. We remind our clients and others not to send PrairieView Wealth & Tax Advisors, LLC private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. Please note PrairieView Wealth & Tax Advisors, LLC does not accept trading or money movement instructions via email. Please visit our website pv-wp.com for important disclosures.
Please remember to contact PrairieView Wealth & Tax Advisors, LLC 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 want to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees continues to remain available for your review upon request.
The information provided herein is for informational purposes only and does not constitute financial, or legal advice. Investment advice in an advisory capacity can only be rendered after delivery of PrairieView Wealth & Tax Advisors, LLC’s disclosure statement (Form ADV Part 2) and execution of an investment advisory agreement between the client and PrairieView Wealth & Tax Advisors, LLC.Edit
