The following disclosures govern the use of this website and the information it contains. Please read them carefully.
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The content on this website is published by Prism Wealth for general informational and educational purposes only. It is not intended as, and should not be construed as, individualized investment, tax, accounting, or legal advice. Nothing on this website constitutes a recommendation, solicitation, or offer to buy or sell any security or to adopt any particular investment strategy.
Investment advisory services are offered only to clients and prospective clients pursuant to a written advisory agreement, and only where Prism Wealth is properly registered or exempt from registration.
Investing involves risk, including the possible loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment, strategy, or product referenced on this website will be suitable or profitable for a client's portfolio. Asset allocation and diversification do not eliminate the risk of investment loss.
Past performance is not indicative of future results. Historical returns, expected returns, and probability projections are provided for illustrative purposes and are not a guarantee of future performance.
Content on this website may contain forward-looking statements regarding markets, the economy, or specific investments. These statements reflect current views and assumptions, are subject to significant uncertainties and contingencies, and may differ materially from actual events. Prism Wealth undertakes no obligation to update any forward-looking statement.
Articles published under "Market Recap" represent the views of Prism Wealth as of the date of publication and are subject to change without notice. Information is drawn from sources believed to be reliable but its accuracy and completeness are not guaranteed. Specific securities or sectors mentioned for illustrative purposes should not be interpreted as recommendations to buy or sell.
Prism Wealth does not provide tax or legal advice. Information on this website regarding tax or legal matters is general in nature and should not be relied upon as a substitute for advice from a qualified tax or legal professional. Clients should consult their own advisors regarding their particular situations.
This website may contain links to third-party websites. Such links are provided for convenience only. Prism Wealth does not endorse, approve, or accept responsibility for the content of any linked website. Clicking a third-party link will take you outside of this website, and the privacy and security policies of those sites may differ.
Communications submitted through this website, including the contact form, are not secure. Please do not transmit confidential personal or financial information via the contact form. Submission of information through this website does not establish an advisory relationship with Prism Wealth.
Prism Wealth is a registered investment advisor. Registration does not imply a certain level of skill or training. Prism Wealth may only transact business in states in which it is registered or qualifies for an exemption from registration.
A copy of Prism Wealth's current written disclosure brochure (Form ADV Part 2A) and Client Relationship Summary (Form CRS) discussing the firm's business operations, services, and fees is available on the Regulatory Filings page or upon request.
The CFA® (Chartered Financial Analyst) designation is granted by the CFA Institute to candidates who satisfy specific examination, experience, and ethical requirements. The CFP® (Certified Financial Planner™) certification is granted by the Certified Financial Planner Board of Standards, Inc. to individuals who meet rigorous education, examination, experience, and ethical standards.
Prism Wealth respects the privacy of visitors to this website and clients. Personal information submitted through this website is used solely to respond to inquiries and is not sold or shared with third parties for marketing purposes. For the firm's full privacy practices, please refer to the privacy policy posted on the Regulatory Filings page.
All content on this website, including text, graphics, logos, and the Prism Wealth name and mark, is the property of Prism Wealth or its licensors and is protected by U.S. and international copyright and trademark laws. Unauthorized reproduction or distribution is prohibited.
Questions regarding these disclosures may be directed to:
Prism Wealth
6907 University Avenue, Suite 303
Middleton, Wisconsin 53562
608.841.1598
cpeterman@prism-wealth.com