Disclosure
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Fees and expenses apply to an ongoing investment, and over time these fees and expenses will reduce the return of an investment. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Divvi Wealth Management (DWM) is a registered investment adviser located in North Kansas City, MO. DWM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Our firm is registered in the following states: MO, KS, IA, and TX. DWM’s website is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links.
For information pertaining to the registration status of DWM, please contact the state securities regulators for those states in which DWM maintains a registration filing. A copy of DWM’s current written disclosure statement discussing DWM’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Advisor directly upon written request. While the Advisor has reasonable belief that the links and articles within our site to unaffiliated third-party information may be relevant to the viewer, these are only provided for informational purposes, and may not be accurate, timely, suitable, or relied upon. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Insurance products and services are offered and sold through Divvi Insurance Solutions (DIS) and individually licensed and appointed insurance agents. DIS is affiliated with Divvi Wealth Management.