Disclosure

Information listed on this website constitutes neither the provision of investment advice, nor a solicitation to provide investment advice. All written content contained on this site is for information purposes only. Investment advice can only be provided through a formal investment advisory relationship. Information on this website is not intended to be legal advice.

The information provided on these web pages has been compiled to the best of our ability. Wales Investments make no warranty of any kind, expressed or implied, and will not be held responsible or liable for errors or omissions resulting in any loss or damage related to information contained in Wales Investments publications.

Links to other web sites are provided as general information sources for use of visitors to our site. Wales Investments has not formally evaluated the information provided via these sites. Inclusion of these links does not constitute an endorsement of any organization. The links provided are maintained by their respective organizations and they are solely responsible for their content.

Fee-based financial planning and investment management services are offered through Wales Investments, Inc., a Registered Investment Advisor registered with the Securities and Exchange Commission. The presence of this website on the Internet shall in no direct or indirect way by construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of California or where otherwise legally permitted.

The information provided at this web site is advertising material and is for general information purposes only. The materials on this site do not constitute legal advice. DO NOT act upon this information without first consulting an attorney.