Wealthness LLC is a state-registered investment adviser located in Boonton, NJ. Wealthness LLC and its representatives are in compliance with the current registration requirements applicable in those states in which the firm maintains clients. Wealthness LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of Wealthness LLC, please contact our office or your state’s securities law administrator. Although we may not currently be registered in your state, we may seek registration in your state if warranted.
Before entering into an investment advisory services agreement with Wealthness LLC, pursuant to regulatory requirements potential investors will be provided our Form ADV Part 2A Brochure and 2B Supplement. Prior to deciding to invest with our firm we strongly encourage you to not only read and consider the information provided in these disclosure documents but to also consult with your tax, legal, and/or ERISA advisers. This website’s content is current as of the date of publication, without regard to the date on which you may have received this information.
This website is limited to general information pertaining to Wealthness LLC’s services, together with access to additional investment-related information, publications and links. Accordingly, the publication of this website should not be construed as a solicitation or offer to effect, or attempt to effect, transactions in securities or personalized investment advice for compensation over the Internet. The material on this website is without regard to the specific investment objectives, financial situation or particular needs of any visitor. Any opinions expressed on this website do not constitute investment advice.
Past performance may not be indicative of future results. Therefore, you should not assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies that Wealthness LCC recommends or undertakes) or product that Wealthness LLC makes reference to directly or indirectly on its website, or indirectly via a link to an unaffiliated third-party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for your investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, or the impact of taxes, which investment advisory clients typically incur. These charges, fees and/or taxes decrease historical performance results.
Wealthness LLC is neither a law firm nor an accounting firm, and you should not interpret any portion of the website content as legal, accounting or tax advice.
You agree, as a condition precedent to accessing Wealthness LLC’s website, to release and hold harmless Wealthness LLC, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of your actions and/or omissions that are independent of receiving personalized individual advice from Wealthness LLC.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.