Soundmark Wealth Management, LLC (“SWM”) is an SEC registered investment adviser located in Kirkland, Washington. SWM and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which SWM maintains clients. SWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. SWM’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. For information pertaining to the registration status of SWM, please contact the SEC or the state securities regulators for those states in which SWM maintains a notice filing. A copy of SWM’s current written disclosure statement discussing SWM’s business operations, services, and fees is available from SWM upon written request.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by SWM) or product made reference to directly or indirectly by SWM on its Web site, or indirectly via a link to an unaffiliated third party Web site, 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.
Certain portions of SWM’s Web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, SWM’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). No client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from SWM, or from any other investment professional.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to SWM’s web site, 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 SWM, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her access to SWM’s web site, to release and hold harmless SWM, its officers, directors, owners and employees from any and all adverse consequences resulting from any of his/her actions or omissions which are independent of his/her receipt of personalized individual advice from SWM.