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Wealth Partners Inc. is registered with the State of Georgia as a Registered Investment Advisory firm. We do not render or offer investment advice or financial planning advice through this web-site or medium. This website provides you with general information on our services and provides a way for you to contact us. It is our belief that it is short sided to make recommendations to you without the full awareness of your financial history, current situation and your future needs. To achieve this level of knowledge about you we must meet with you in person. Our advice will only be rendered after all of the following criteria have been met:
- Delivery of our Privacy Notice and Part II of our firms ADV.
- Execution of an Investment Advisory and/or Financial Planning Agreement between yourself and Wealth Partners Inc.
- Delivery to you of any required investment prospectuses.
- Payment of an investment advisory fee or financial planning fee by you to Wealth Partners Inc.
Wealth Partners Inc. may transact business only in states which it is legally registered, or in states that it is excluded or exempted from registration.
The information in this web-site is based on data gathered from which we believe are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not the primary basis for investment decisions. It should not be construed as advice to meet the particular needs of any investor.
©2005 Wealth Partners Inc.
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