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Disclosures

1. General Disclosure

Please remember to contact Great Waters Wealth Management, LLC (“GWWM”), in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that GWWM to effect any specific transactions for your account.  A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.greatwatersfinancial.com/disclosures.

2. Newsletter/Article that only goes to clients

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Great Waters Wealth Management, LLC (“GWWM”), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from GWWM.  Please remember to contact GWWM, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. GWWM shall continue to rely on the accuracy of information that you have provided.   GWWM is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice.  A copy of GWWM’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.greatwatersfinancial.com/disclosures.  Please Note: Please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

3. Newsletter/Article of general circulation (including non-clients)

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Great Waters Wealth Management, LLC (“GWWM”), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from GWWM.  To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing.  GWWM is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice.  A copy of GWWM’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at www.greatwatersfinancial.com/disclosures. Please Note: If you are a GWWM client, please remember to contact GWWM, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. GWWM shall continue to rely on the accuracy of information that you have provided.  Please Note: IF you are a GWWM client, Please advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

 

4. Social Media

Great Waters Wealth Management, LLC (“GWWM”) does not sponsor, advocate for, or otherwise endorse any content that is posted or shared through this page. The content shared through this page is provided for general informational or entertainment purposes only. No portion of the content shared through this page should not be construed as individual or general investment or financial advice, or legal or accounting advice. GWWM may moderate comments or replies made by third parties including, but not limited to, comments which are inappropriate or contain profanities, as determined by GWWM in its sole capacity of moderator of the page.

Please remember to contact GWWM, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add, to modify any reasonable restrictions to our investment advisory services, or if you wish to direct that GWWM to effect any specific transactions for your account.  A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at www.greatwatersfinancial.com.