Trusted Path Wealth Management, LLC
Santa Rosa, California
Serving Santa Rosa, Sonoma County, Marin County, and the San Francisco Bay Area; virtual clients served across California and nationwide.
Legal Disclosures
Advisory services offered through Trusted Path Wealth Management, LLC, an investment adviser registered with California. Advisory services are only offered to clients or prospective clients where Trusted Path Wealth Management, LLC and its representatives are properly registered or exempt from registration.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.
The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.
