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Disclosures

Publication of information on the Post Oak Private Wealth Advisors, LLC (“POPWA”) website should not be construed by any consumer or prospective client as a solicitation to effect or attempt securities transactions, or for rendering of personalized investment advice for compensation over the internet. Any subsequent direct communication by POPWA with a prospective client shall be conducted only in states where POPWA is registered, or within those states where POPWA qualifies for an exemption or exclusion from registration. A copy of Post Oak Private Wealth Advisors, LLC written disclosure statement (Form ADV), which contains POPWA’s business operation, services and fees, is available upon written request.

Visitors to the POPWA website acknowledge that different investments involve varying degrees of risk. No client or perspective client should assume that any information presented and/or made available on this website serves as the receipt of, or substitutes for, personalized advice POPWA or any other professional cited on this website.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or strategies recommended or purchased by advisor) or product made reference to directly or indirectly on this website, or via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels. Moreover, client or prospective client acknowledges that information with respect to newsletters, blog or other commentaries provided by POPWA may be dated and no longer reflect the opinion of POPWA.

Post Oak Private Wealth Advisors, LLC is not a law firm, or Certified Public Accountant. POPWA does not provide legal or tax services. POPWA does not provide Client with legal or accounting advice. Prior to making any tax or legal decisions, please consult with the appropriate legal or tax professionals for advice. POPWA is not engaged in rendering legal or accounting services. If legal or tax accounting advice is required, the services of a competent professional person should be sought.

POPWA is not affiliated nor endorsed by your company or employer. We are an independent investment and financial advisory group that specializes in distribution planning and risk managed investment solutions.