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DISCLAIMER

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Thank you for visiting The Real Wealth Coterie's website. We created this website to educate you about our firm. 

 

The Real Wealth Coterie is a Registered Investment Adviser (RIA) offering advisory services in the State of Connecticut and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by The Real Wealth Coterie in the rendering of personalized investment advice for compensation shall not be made without first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

We would also like to ensure that you understand the purposes of this site, which is why we have provided the disclaimers below: 

 

  • All written content on this site is for information purposes only. 

  • Opinions expressed herein are solely those of The Real Wealth Coterie, unless otherwise specifically cited.

  • The information on our website is not financial advice, and you should not consider it to be financial advice. 

  • You should not consider this or any other website as a substitute for these services. 

  • All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

  • This website does not create a financial agreement or client relationship between you and The Real Wealth Coterie or any of its employees. The only way to become our client is through a mutual written agreement. 

  • The Real Wealth Coterie does not control websites that we may link to in our content, and we merely provide these links as a service. 

  • Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness.

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