WARRANTIES & DISCLAIMERS
THERE ARE NO WARRANTIES IMPLIED.
RWM (“RIA FIRM”) IS A REGISTERED INVESTMENT ADVISER LOCATED IN SALT LAKE CITY, UT. RWM MAY ONLY TRANSACT BUSINESS IN THOSE STATES IN WHICH IT IS REGISTERED, OR QUALIFIES FOR AN EXEMPTION OR EXCLUSION FROM REGISTRATION REQUIREMENTS. RWM’S WEB SITE IS LIMITED TO THE DISSEMINATION OF GENERAL INFORMATION PERTAINING TO ITS ADVISORY SERVICES, TOGETHER WITH ACCESS TO ADDITIONAL INVESTMENT-RELATED INFORMATION, PUBLICATIONS, AND LINKS. ACCORDINGLY, THE PUBLICATION OF RWM’S WEB SITE ON THE INTERNET SHOULD NOT BE CONSTRUED BY ANY CONSUMER AND/OR PROSPECTIVE CLIENT AS RWM’S SOLICITATION TO EFFECT, OR ATTEMPT TO EFFECT TRANSACTIONS IN SECURITIES, OR THE RENDERING OF PERSONALIZED INVESTMENT ADVICE FOR COMPENSATION, OVER THE INTERNET. ANY SUBSEQUENT, DIRECT COMMUNICATION BY RWM WITH A PROSPECTIVE CLIENT SHALL BE CONDUCTED BY A REPRESENTATIVE THAT IS EITHER REGISTERED OR QUALIFIES FOR AN EXEMPTION OR EXCLUSION FROM REGISTRATION IN THE STATE WHERE THE PROSPECTIVE CLIENT RESIDES. FOR INFORMATION PERTAINING TO THE REGISTRATION STATUS OF RWM, PLEASE CONTACT THE STATE SECURITIES REGULATORS FOR THOSE STATES IN WHICH RWM MAINTAINS A REGISTRATION FILING. A COPY OF RWM’S CURRENT WRITTEN DISCLOSURE STATEMENT DISCUSSING RWM’S BUSINESS OPERATIONS, SERVICES, AND FEES IS AVAILABLE AT THE SEC’S INVESTMENT ADVISER PUBLIC INFORMATION WEBSITE – WWW.ADVISERINFO.SEC.GOV OR FROM RWM UPON WRITTEN REQUEST. RWM DOES NOT MAKE ANY REPRESENTATIONS OR WARRANTIES AS TO THE ACCURACY, TIMELINESS, SUITABILITY, COMPLETENESS, OR RELEVANCE OF ANY INFORMATION PREPARED BY ANY UNAFFILIATED THIRD PARTY, WHETHER LINKED TO RWM’S WEB SITE OR INCORPORATED HEREIN, AND TAKES NO RESPONSIBILITY THEREFOR. ALL SUCH INFORMATION IS PROVIDED SOLELY FOR CONVENIENCE PURPOSES ONLY AND ALL USERS THEREOF SHOULD BE GUIDED ACCORDINGLY.
THIS WEBSITE AND INFORMATION ARE PROVIDED FOR GUIDANCE AND INFORMATION PURPOSES ONLY. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY. THIS WEBSITE AND INFORMATION ARE NOT INTENDED TO PROVIDE INVESTMENT, TAX, OR LEGAL ADVICE.
REFINED WEALTH MANAGEMENT IS AN INDEPENDENT INVESTMENT ADVISORY FIRM AND IS NOT AFFILIATED WITH, SPONSORED BY, OR ENDORSED BY MARATHON PETROLEUM CORPORATION, MARATHON OIL CORPORATION, CHEVRON CORPORATION, OR HF SINCLAIR CORPORATION. ALL LOGOS AND TRADEMARKS ARE THE PROPERTY OF THEIR RESPECTIVE OWNERS. OUR REFERENCES TO THESE COMPANIES' BENEFITS ARE FOR EDUCATIONAL PURPOSES BASED ON OUR INDEPENDENT ANALYSIS OF PUBLICLY AVAILABLE PLAN INFORMATION.
THE ABOVE-MENTIONED RETIREMENT PLAN EMPLOYEES ARE CLIENTS OF REFINED WEALTH, AND WERE NOT COMPENSATED FROM THIS ADVERTISEMENT. REFINED WEALTH ALSO DOES NOT HAVE ANY MATERIAL CONFLICTS OF INTEREST IN ITS SERVICES TO THESE EMPLOYEE CLIENTS.
