Fiduciary, CFP® Professional Wealth Advisors | est. 2004
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A sudden increase in wealth can be super exciting, whether from an inheritance, business sale, settlement, stock investment, or lottery win, but it can also feel overwhelming. You might be wondering: [...]
Goodwin Investment Advisory and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Goodwin Investment Advisory maintains clients. Goodwin Investment Advisory may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Goodwin Investment Advisory’s 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 Goodwin Investment Advisory’s website on the Internet should not be construed by any consumer and/or prospective client as Goodwin Investment Advisory’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 Goodwin Investment Advisory 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 Goodwin Investment Advisory, please contact the SEC, FINRA or the state securities regulators for those states in which Goodwin Investment Advisory maintains a filing.
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Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (Including the investments and/or investment strategies recommended or undertaken by Goodwin Investment Advisory) made reference to directly or indirectly by Goodwin Investment Advisory in its website, or indirectly by a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.
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To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Goodwin Investment Advisory’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Goodwin Investment Advisory, or from any other investment professional.
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