Modern Wealth LLC (referred to as “MW”) is a registered investment adviser offering advisory services in the State of Pennsylvania and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by MW in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of MW, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, MW disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose. MW does not warrant that the information will be free from error.
None of the information provided on this website is intended as investment, tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Investments are subject to market risk, including possible loss of principal. Diversification does not ensure a profit or protect against a loss in a declining market. Past performance is not an indication of future results. Your use of the information is at your sole risk. Under no circumstances shall MW be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials on this site, even if MW or a MW authorized representative has been advised of the possibility of such damages. In no event shall MW have any liability to you for damages, losses, and causes of action for accessing this site.
Please contact us if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from Modern Wealth LLC (referred to as “MW”) with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Do not expect the funds quotes performance to continue in the future. Studies have shown that funds that have outperformed their peers in the past generally do not outperform in the future. Strong past performance is often a matter of chance. Investments are subject to market risk, including possible loss of principal. Diversification does not ensure a profit or protect against a loss in a declining market.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
*Please note Mario Nardone is not an employee or Investment Adviser Representative of either XYIS or Modern Wealth LLC, and provides his services on an independent basis through his own registered investment adviser, East Bay Financial Services.
XYIS is an independent registered investment adviser, and is unaffiliated with Modern Wealth LLC. The name “XY Investment Solutions”, its logo, and all related names, logos, product and service names, designs and slogans are trademarks of XYIS or its affiliates or licensors.
Nothing presented on or through this website regarding XYIS, its Investment Committee, or any of its investment solutions (“XYIS Content”) is intended to be personalized investment, tax, legal, accounting, or any other professional advice. To the extent this website includes XYIS Content related to investment, tax, legal, or accounting matters, such content is expressly for general information purposes and should not be relied upon for any decision-making. Investment, tax, legal, accounting and other professional advice is specific to each individual and entity, and you should consult with a professional advisor to receive personalized advice. Such XYIS Content is made available solely for general information purposes, and XYIS does not warrant the accuracy, completeness or usefulness of this content.
Nothing contained on this website regarding XYIS Content should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. To the extent any security or other financial product or investment strategy is referenced or discussed on this website in conjunction with XYIS, you should understand that past performance is no guarantee of future returns and that investing in any security or other financial product or investment strategy can result in the partial or complete loss of principal. Investing involves risk that you as an investor should be prepared to bear.
Any content on this website regarding XYIS Content is provided on an “as is” and “as available” basis, without any warranties of any kind, either express or implied. XYIS disclaims all warranties of any kind, whether express or implied, statutory or otherwise, including but not limited to any warranties of merchantability, non-infringement and fitness for a particular purpose. In no event will XYIS, its affiliates or their licensors, employees, agents, officers or directors be liable for damages of any kind, under any legal theory, arising out of or in connection with any XYIS Content, including any direct, indirect, special, incidental, consequential or punitive damages.