Financial Archetype Quiz Disclosure

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Financial Archetype Quiz Disclosure Information

Abacus Wealth Partners, LLC (“Abacus”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of Abacus by the SEC nor does it indicate that Abacus has attained a particular level of skill or ability. This material prepared by Abacus is for informational purposes only and is accurate as of the date it was prepared.  The Quiz is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Advisory services are only offered to clients or prospective clients where Abacus and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Abacus unless a client service agreement is in place.  The Quiz material is not intended to serve as personalized tax, legal, and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Abacus is not an accounting or legal firm. Please consult with your tax and/or legal professional regarding your specific tax and/or legal situation when determining if any of the mentioned strategies are right for you.

Please Note: Abacus does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Abacus’ web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 

Please Remember: If you are an Abacus client, please contact Abacus, 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.  Unless, and until, you notify us, in writing, to the contrary, we shall continue to provide services as we do currently. Please also remember to advise us if you have not been receiving account statements (at least quarterly) from the account custodian.

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