Legal
General
We are registered in California, South Carolina and Texas, CRD number 334855.
By contacting us, you acknowledge that this website is informational only and does not create an advisory relationship.
FINRA Lookup
For more information about our registration, click below
Investment Risk
Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when sold, may be worth more or less than their original cost. Purchases are subject to a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
No DOD Endorsement
This company is not affiliated with the Department of Defense or the Department of the Navy and any views expressed do not necessarily represent the views of DOD or the United States Government.
Digital Images
All digital images used on this site are used with permission from the owner or are the property of Wesley Shuman. Distribution of these images is prohibited. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Hypothetical Case Studies
All content is for information purposes only. The information provided is not based on actual current or past clients. All situations are unique, and results will differ depending on individual situation.