Legal Disclosures

Balser Wealth Management, LLC (BWM) is an investment adviser located in Avon, Ohio. BWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This website is limited to the publication of general information pertaining to BWM’s advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BWM’s website on the Internet should not be construed by any existing or prospective client as BWM’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 BWM 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 BWM’s registration status, you may contact the state securities regulators for those states in which BWM maintains a registration filing. 

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be suitable for an existing or prospective client’s investment portfolio. Past performance may not be indicative of future results. Therefore, no existing or prospective client should assume that future performance of any specific investment or investment strategy (including the investments or investment strategies recommended by BWM) made reference to directly or indirectly by BWM in its blog, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal any historical performance levels.

Certain portions of BWM’s blog and videos may contain discussions of positions or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussions may no longer be reflective of current positions or recommendations. Existing and prospective clients understand and acknowledge that any information resulting from the use of any economic calculator or similar device that may be contained within or linked to BWM’s website is not and should not be construed as the receipt of, or a substitute for, personalized individual advice from BWM or from any other investment professional.

BWM 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 BWM’s blog 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. Existing and prospective clients agree, as a condition precedent to accessing BWM’s website, to release and hold harmless BWM, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of their actions or omissions that are independent of their receipt of personalized individual advice from BWM. BWM is neither an attorney nor an accountant, and no portion of the website’s content should be interpreted as legal, accounting or tax advice. A copy of BWM’s current written disclosure statement discussing BWM’s business operations, services, and fees is available from BWM upon written request.