Disclosures

Disclosures

This website is only intended for clients and interested investors residing in states and countries in which Vested Wealth Advisors is qualified to conduct investment advisory services.

Vested Wealth Advisors is an Oregon registered investment adviser headquartered in Portland, Oregon.  The firm may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements.  For non-clients of the firm, Vested Wealth Advisors’ website is limited to the dissemination of general information pertaining to its investment advisory services.  Please contact the firm at (888) 492-4570 to find out if we may conduct advisory business in the state or country where you reside.

Vested Wealth Advisors does not render or offer to render personalized investment advice or financial planning advice through this medium.  This medium is limited to the dissemination of general information on our services and provides a way for you to contact us.  Advice can only be rendered after all of the following conditions are met:

  1. Delivery of our Form ADV Part II or the brochure equivalent to you.
  2. Execution of an Advisory Agreement between you and Vested Wealth Advisors.
  3. Initial payment of an advisory fee by you to us.

Any subsequent, direct communication with a prospective client shall be conducted by a Vested Wealth Advisors representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.