Disclosures

website content

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Reach Strategic Wealth LLC (RSW), unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. This website may provide links to others for the convenience of users. RSW has no control over the accuracy or content of these other websites. None of the information provided is intended as investment, tax, accounting, or legal advice, as an offer or solicitation to buy or sell, or as an endorsement, of any company, security, fund, or other securities or non-securities offering. Use of the information is at your sole risk.

This website’s content is current as of the date of publication without regard to the date on which you may have received this information.

The content is provided ‘as is’ and without warranties, either expressed or implied. RSW does not promise or guarantee any income or particular result from your use of the information contained herein.

Under no circumstances will RSW be liable for any loss or damage caused by your reliance on the information contained herein. It is your responsibility to evaluate any information, opinion, or other content contained. Please seek the advice of professionals regarding the evaluation of any specific content. Information on this website should not be considered an offer or solicitation to buy/sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Chartered Financial Analyst® and CFA® are trademarks owned by CFA Institute, which it awards to individuals who satisfy the CFA Institute’s initial and ongoing charter requirements.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

registration information

Advisory services are offered through Reach Strategic Wealth LLC (RSW), an investment advisor firm domiciled in the State of North Carolina. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.

confidentiality & security

Reach Strategic Wealth LLC (RSW) restricts access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. RSW respects and values that our clients have entrusted the firm with their private financial information and work diligently to maintain that trust. RSW is committed to preserving that trust by respecting client privacy as provided herein.