The Fidato Group


Our Disclosures

The Fidato Wealth LLC is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Fidato Wealth LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Fidato Wealth LLC unless a client service agreement is in place with you.

Fidato Wealth LLC 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. Fidato Wealth 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.

The information and commentary on this website reflects the opinions, viewpoints and analyses of Fidato Wealth LLC employees providing such comments, and should not be regarded as a description of advisory services provided by Fidato Wealth LLC or performance returns of any Fidato Wealth LLC Investments client. The views reflected in the commentary are subject to change at any time without notice. The content and videos on this website are for general informational and educational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.

The content on this website is only intended to provide general education about personal finance and the financial industry. Nothing on this website constitutes investment advice or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Any indices referenced for comparison are unmanaged and cannot be invested into directly. Fidato Wealth LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Any past performance discussed is no guarantee of future results. To determine which investments may be appropriate for you, please consult a financial advisor or do your own due diligence prior to investing.

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.