Form ADV Part 2A | Form CRS
Maxwell Wealth Strategies is a registered investment adviser located in Pleasanton, California. Maxwell Wealth Strategies may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Maxwell Wealth Strategies web site 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 Maxwell Wealth Strategies web site on the Internet should not be construed by any consumer and/or prospective client as Maxwell Wealth Strategies 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 Maxwell Wealth Strategies 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. For information pertaining to the registration status of Maxwell Wealth Strategies please contact the state securities regulators for those states in which Maxwell Wealth Strategies maintains a registration filing. A copy of Maxwell Wealth Strategies current written disclosure statement discussing Maxwell Wealth Strategies business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Maxwell Wealth Strategies upon written request. Maxwell Wealth Strategies 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 Maxwell Wealth Strategies web site 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.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. 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.