Legal & Disclosures

Investment advice offered through Hale Wealth Management, LLC, a Florida-registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration.

Content contained herein is for informational purposes only and is not intended and should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product.

Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here.

Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.

Hale Wealth Management, LLC is an affiliated, but separate, entity of Hale and Company, LLC.

The information contained on this website is provided for general informational and educational purposes. It is not intended as, and should not be relied upon as, individualized investment, securities, tax, accounting, or legal advice.

Information presented on this website does not take into account the investment objectives, financial circumstances, tax circumstances, or particular needs of any individual person.

You should consult the appropriate professional regarding your individual circumstances before making financial, investment, tax, or legal decisions.

All investing involves risk. Investment values may fluctuate, and investors may lose some or all of the principal invested.

Past performance does not guarantee future results. No statement on this website should be interpreted as a guarantee or assurance of any particular investment result.

Tax considerations may be relevant to financial and investment decisions. However, the provision of tax preparation or accounting services through Hale & Company Advisors does not, by itself, establish an investment advisory relationship with Hale Wealth Management, LLC.

Likewise, becoming an investment advisory client of Hale Wealth Management, LLC does not require a client to obtain tax preparation or accounting services from Hale & Company Advisors.

Where appropriate, clients may authorize coordination between the affiliated firms. Any use or disclosure of tax return information will be handled in accordance with applicable federal law and any required taxpayer consent.

Additional information regarding Hale Wealth Management, LLC, including its services, fees, business practices, conflicts of interest, and disciplinary information, if any, is available in the firm's Form ADV and through the Investment Adviser Public Disclosure (IAPD) system.

Visit the IAPD system at adviserinfo.sec.gov.

This website may contain links to third-party websites or information provided by third parties. Such links are provided for convenience and informational purposes. Hale & Company Advisors and Hale Wealth Management, LLC do not control third-party websites and do not make representations regarding the accuracy, completeness, security, or continued availability of information provided by third parties.

Submitting information through this website, sending an email, scheduling an appointment, or otherwise contacting Hale & Company Advisors or Hale Wealth Management, LLC does not by itself create a professional, tax, accounting, or investment advisory relationship.

Please do not transmit confidential tax records, Social Security numbers, account credentials, or other highly sensitive information through ordinary website contact forms or unsecured email.

Unless otherwise indicated, the content, trademarks, logos, graphics, and other materials appearing on this website are owned by or licensed to Hale & Company Advisors or its affiliated entities and may not be reproduced or used without permission.