Wealth Quest Partners, Inc. (hereinafter “Wealth Quest Partners") is an SEC registered investment adviser located in San Diego, California. Wealth Quest Partners may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, Wealth Quest Partners’ website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Wealth Quest Partners’ website on the Internet should not be construed by any consumer and/or prospective client as Wealth Quest Partners’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Wealth Quest Partners with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
A copy of Wealth Quest Partners’ current written disclosure statement discussing Wealth Quest Partners’ business operations, services, and fees is available from Wealth Quest Partners upon written request. Wealth Quest Partners does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Wealth Quest Partners’ website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Certain portions of Wealth Quest Partners’ web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Wealth Quest Partners’ (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Wealth Quest Partners, or from any other investment professional. Wealth Quest Partners are neither attorneys nor accountants, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Wealth Quest Partners’ website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Wealth Quest Partners, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Wealth Quest Partners’ website, to release and hold harmless Wealth Quest Partners, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Wealth Quest Partners.
At certain places on our website we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Wealth Quest Partners. Wealth Quest Partners does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Wealth Quest Partners does not necessarily endorse or recommend any commercial product or service described at these websites.