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30-40 Wealth Partners, LLC ("30-40 Wealth") is a registered investment advisor offering advisory services in California, North Carolina, Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The case studies and Success Stories presented on this site are illustrative and not based on actual client experiences. While they are informed by the types of planning work 30-40 Wealth Partners, LLC has conducted, all names, ages, companies, financial details, and decisions have been fictionalized and do not represent any real individual or client situation.The information on this site is provided "AS IS" and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, 30-40 Wealth Partners, LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.30-40 Wealth does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall 30-40 Wealth be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if 30-40 Wealth or a 30-40 Wealth authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
