Disclosure

Opinions expressed herein are solely those of Principal Jason Mirabella of Pearl Wealth LLC. This website is not intended to provide legal, tax, securities, investment advice or an opinion regarding the appropriateness of any investment. This website and all its written content is intended for general information purposes only and should not be relied upon absent of obtaining specific legal, tax and investment advice from a licensed professional concerning your own situation and your specific needs.

With respect to any information about investment performance of any individual security or any portfolio, past performance is not indicative of future performance. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-Only financial planning and investment advisory services are offered through Pearl Wealth LLC, a registered investment advisory firm in the state of Oregon.

The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state of Oregon or where otherwise legally permitted.

Privacy

It is the policy of Pearl Wealth, LLC not to disclose, nor has it reserved the right to disclose, nonpublic personal information about our clients to nonaffiliated third parties except as permitted by law.

Pearl Wealth, LLC collects nonpublic personal information about you from information we receive from you on applications or other forms and information about your transactions with us or others

All information provided by our clients is accessible only to employees of Pearl Wealth, LLC who need to know that information to provide services to you. We also maintain electronic safeguards to protect your nonpublic personal information. If you decide to close your accounts(s) or become an inactive client, we will adhere to the privacy policies and practices as described in this notice.

If you have any questions regarding this notice, please contact Jason Mirabella at (971) 207-5632.