Simplex Wealth Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Simplex Wealth Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Informational materials, brochures, and commentary produced by Simplex Wealth Management are strictly informational and should be used for research use only. No informational materials, brochures, or commentary should be construed as advertising material. Any opinions expressed are relevant as of the posting date and are not intended to provide investing or other advice or guidance. All relevant facts, including individual circumstances, need to be considered by a reader to arrive at personal investment conclusions. Past performance is not indicative of future results. Remember that investing involves risks, as the value of your investment will fluctuate over time and you may gain or lose money. Investment risks are born solely by the investor and not by SWM.
Simplex Wealth Management provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Simplex Wealth Management is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.
General Notice to Users: While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.