Disclaimer
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.
Warranties & Disclaimers
There are no warranties implied.
Lightpath Wealth Management, LLC, dba Lightpath Wealth & Tax Advisors (“RIA Firm”) is a registered investment adviser located in Prospect, KY. Lightpath Wealth & Tax Advisors may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Lightpath Wealth & Tax Advisors’ website 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 Lightpath Wealth & Tax Advisors’ website on the Internet should not be construed by any consumer and/or prospective client as Lightpath Wealth & Tax Advisors’ 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 Lightpath Wealth & Tax Advisors 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 Lightpath Wealth & Tax Advisors, please contact the state securities regulators for those states in which Lightpath Wealth & Tax Advisors maintains a registration filing. A copy of Lightpath Wealth & Tax Advisors’ current written disclosure statement discussing Lightpath Wealth & Tax Advisors’ business operations, services, and fees are available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Lightpath Wealth & Tax Advisors upon written request. Lightpath Wealth & Tax Advisors 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 Lightpath Wealth & Tax Advisors’ website 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.
For more information about Lightpath Wealth & Tax Advisors (CRD # 312276) please visit https://brokercheck.finra.org.