TruWealth Advisors, LLC (“TruWealth”) is an SEC registered investment adviser located in Louisiana. Registration does not imply a certain level of skill or training. TruWealth may only transact business in those states in which it is notice filed or qualifies for an exemption from notice filing requirements. Additional information about TruWealth, including our registration status, fees, and services is available on the SEC’s website at https://adviserinfo.sec.gov/firm/summary/306876.
The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Past performance is no guarantee of future results. Investing in the stock market involves gains and losses and may not be suitable for all investors.
TruWealth does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to TruWealth’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
TruWealth is not a law firm or accountant. Nothing herein should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and/or accountant.
eMoney Advisor LLC is a Fidelity Investments company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.
Fidelity Investments ("Fidelity") is an independent company, unaffiliated with TruWealth Advisors. Fidelity is a service provider to TruWealth Advisors. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity Investments is a registered service mark of FMR LLC. Fidelity InstitutionalSM provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 977263.1.0
Charles Schwab & Co. Inc. (“Schwab”) is one of the brokerage firms that we use to custody our client’s assets. Schwab and TruWealth Advisors, LLC are unaffiliated firms and are not responsible for each other’s services or policies. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab. Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com. Schwab does not review TruWealth Advisors’ website and makes no representation regarding information contained herein which should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.