Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940.  Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).

Investments through Pensionmark Financial Group or Pensionmark Securities are not FDIC insured, not bank guaranteed, and may lose value, including loss of principal, not insured by any state or federal agency.

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You are hereby advised that WealthPath, its employees and financial advisors do not provide legal advice. Nothing in this website or its attachments should be interpreted by you as legal advice. For legal advice and all legal related matters, WealthPath recommends that you seek the advice of a qualified attorney licensed in your state or jurisdiction.

Tax Disclosure

Unless the correspondence expressly provides that the statements contained therein are intended to constitute written tax advice within the meaning of IRS Circular 230, the sender intends by this message to communicate general information for discussion purposes only, and you should not, therefore, interpret the statements to be written tax advice or rely on the statements for any purpose. If this message expressly provides that the statements are intended as written tax advice, the advice is being provided in accordance with the facts as you have provided and the current tax law as it stands at the time of this message. If you have any question regarding the facts upon which the advice is provided or it is necessary to update/supplement the facts upon which this advice is being provided, please contact the sender. The sender will conclude that you have understood and acknowledged this important cautionary notice unless you communicate to the sender any questions you may have in a direct electronic reply to this message.

Regardless, the information in this message is not intended for the purpose of avoiding tax penalties that may be imposed on the recipient or any other taxpayer, or be used by the recipient or other taxpayer in promoting, marketing or recommending to another party a partnership or other entity, investment plan, arrangement or other transaction addressed herein.