Colleen Weber CPA, LLC (“Advisor”) is a registered investment advisor. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Colleen weber, Principal of the Advisor or his editorial staff. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Links to other sites endorsing a stock should not be construed to be a recommendation of that stock by the Advisor. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisor services are offered through the Advisor. Investment advisor services are only offered to clients of the Advisor who have signed an investment advisory agreement.
The Advisor may utilize third-party websites that include social media websites, blogs and other interactive content. The Advisor considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, the Advisor may retain a copy of information that Advisor or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Advisor or the Advisor’s applicable regulatory jurisdictions.
Information provides on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by the Advisor’s advisory persons after entering into an advisory agreement and provided the Advisor with all requested information about your background.
The Advisor often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. The Advisor makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: Advisor does not accept trading or money movement instructions via email.
As a registered investment advisor, Advisor’s emails are subject to inspection by the Chief Compliance Officer of the Advisor and its regulators.
If you have received an email from the Advisor in error, we ask that you contact the sender and destroy the email and its contents.