Disclaimer

Innovator Wealth Advisor, LLC (“Innovator Wealth Advisor,” “we,” “our,” or “us”) is a registered investment adviser. Registration does not imply a certain level of skill or training. This website is intended for informational and educational purposes only and should not be construed as personalized investment, tax, accounting, or legal advice.

The information contained on this website is general in nature and is not based on any individual’s specific financial situation, investment objectives, risk tolerance, or needs. Any references to investment strategies, asset allocation models, or financial planning concepts are provided for illustrative purposes only and may not be suitable for all individuals. Before making any investment or financial decision, you should consult directly with a qualified professional who can evaluate your particular circumstances.

Investment advisory services are provided only pursuant to a written advisory agreement and only to clients located in states where Innovator Wealth Advisor is properly registered or otherwise exempt from registration. Nothing on this website constitutes an offer, solicitation, or recommendation to buy or sell any security or investment product.

All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results. There can be no assurance that any investment strategy, financial plan, or recommendation discussed or referenced on this website will be profitable or achieve its intended results.

This website may contain links to third-party websites or content. Such links are provided solely as a convenience and do not constitute an endorsement, approval, or responsibility for the content, accuracy, or security of any third-party site. Innovator Wealth Advisor does not control and is not responsible for information provided by third parties.

To the extent that this website includes commentary on tax or accounting matters, such information is general in nature and should not be relied upon as tax advice. Individuals should consult with their own CPA or tax professional regarding their specific tax situation.

Certain professionals associated with Innovator Wealth Advisor hold CPA® and CFP® credentials. Investment advisory services are provided solely in an investment adviser capacity. Tax, accounting, and legal services are not provided unless expressly agreed to in a separate written engagement, and clients are encouraged to consult their own independent tax and legal professionals.

Innovator Wealth Advisor does not provide legal advice. Any references to estate, legacy, or business succession planning are intended to address financial coordination and planning considerations and should be implemented in consultation with qualified legal counsel.

Use of this website does not create an investment adviser-client relationship. Such a relationship is established only through a written advisory agreement after appropriate disclosures are provided.

This website is for information purposes only and is in no way a solicitation or offer to sell investment advisory service or securities except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.