Financial planning and investment advisory services are offered through Wealth Management Resources, Inc., a registered investment advisory firm located in the state of Rhode Island. The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than where we are registered or where otherwise legally permitted under exemption de minimus rules.
Wealth Management Resources, Inc. makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated therein. Such information is provided solely for convenience and all users should be guided accordingly. The information provided on this website is not intended to provide any investment, tax, legal advice. Our website offers general information about our services. Nothing on this website should be considered as a solicitation for the purchase or sale of any security.
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 a client’s or prospective client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from an adviser. Diversification and asset allocation do not ensure a profit or guarantee against loss.
Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site www.adviserinfo.sec.gov. With any investment strategy, there is potential for profit as well as the possibility of loss. We do not guarantee any minimum level of investment performance or the success of any portfolio or investment strategy. All investments involve risk (the amount of which may vary significantly) and investment recommendations will not always be profitable. Past performance is not a guarantee of future results.
Some of the information on this website is provided through linked websites. Links on this website are for informational purposes only. We do not endorse the content nor the products of these linked websites. We may utilize third party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website which has been independently developed by others. As such, while accessing this website you may be linked to such other third-party servers. Access to other websites or use of any third-party tools or programs on this website are subject to all terms and conditions found therein.
Client Portals: Some of the material on this website is password protected. This area is restricted to authorized users only. The users in these password- protected areas are responsible for any use of their password and for maintaining its confidentiality.
Social Media:
Wealth Management Resources, Inc. (WMR) social media profiles are for informational purposes only, and their content is not an offer to sell nor a solicitation to buy securities. The information on social media sites should not be used in making investment, tax or legal decisions. Investors should carefully consider the investment objectives, risks, and expenses associated with any investment. Third-party posts that appear on social media sites have not been reviewed or approved by (WMR) for completeness or accuracy. Information written by third-parties does not necessarily reflect the views or opinions of (WMR) or its affiliates. (WMR) and third parties acting on its behalf, reserve the right, to the extent permitted under applicable law; to process, retain and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention and monitoring.
Direct Messaging Disclosure:
Wealth Management Resources, Inc. is not responsible for content posted by third parties. Wealth Management Resources, Inc. and third parties acting on its behalf reserve the right, to the extent permitted under applicable law, to process, retain, and monitor all electronic communications (including personally identifiable information). By sending direct messages and/or posting comments, you consent to such processing, retention, and monitoring. Comments and statements are based solely upon the opinions of Wealth Management Resources, Inc. on the date posted and are subject to change.