Aprio Wealth Management, LLC Disclosures

IMPORTANT DISCLOSURE INFORMATION
Investment advisory services are offered through Aprio Wealth Management, LLC, an SEC-registered investment advisor.

Aprio Wealth Management, LLC (“Aprio WM”) is an SEC Registered Investment Advisor located in Atlanta, GA. Aprio, LLP’s website is mainly for information disseminated by Aprio LLP. The information pertaining to Aprio WM is intended as general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Aprio’s website on the Internet should not be construed by any consumer and/or prospective client as Aprio WM’s 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 Aprio WM with a prospective client shall be conducted by a representative who 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 statuses of Aprio WM, please contact the SEC or the state securities regulators for those states in which CLA Wealth Advisors maintains a notice filing. A copy of Aprio WM’s current Form ADV Part 2A (disclosure brochure) discussing Aprio WM’s business operations, services, and fees is available on the SEC website at www.sec.gov or from Aprio WM upon request. Aprio WM 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 Aprio WM’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.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Aprio WM), will be profitable or equal any historical performance level(s).

Securities may also be offered through a non-affiliated entity: Purshe Kaplan Sterling Investments, a member of FINRA/SIPC. Purshe Kaplan Sterling Investments is a separate entity from all Aprio companies.

Fixed rate annuities and other non-securities insurance products may be offered through Aprio WM’s own insurance agency, Aprio Risk Management, LLC registered in Georgia and several other states where it is authorized to conduct business.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Aprio WM is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Aprio WM by any of its clients

Tax Disclaimers

Aprio WM is affiliated with Aprio LLP (“Aprio”), one of the nation’s top certified public accounting and consulting firms delivering tax, assurance, and advisory services. Informational publications and other information prepared by Aprio professionals appear on the Aprio website. Any such information contained herein is for general information purposes, and is not intended, and should not be construed, as legal, accounting, investment or tax advice or opinion provided by Aprio LLP to the reader. The reader is also cautioned that this material may not be applicable to, or suitable for, the reader’s specific circumstances or needs, and may require consideration of non-tax and other tax factors if any action is to be contemplated. The reader should contact his or her tax professional prior to taking any action based upon this information. Aprio LLP assumes no obligation to inform the reader of any changes in tax laws or other factors that could affect the information contained herein.

Privacy Policy

At Aprio, we take your privacy very seriously. For more information about how we handle your non-public information that you provide to us, please review our Privacy Policy.

Internet Security

As an additional service to you, Aprio WM may facilitate access, via Internet, to your accounts at Charles Schwab & Co., other qualified custodians, or through eMoney (commonly and jointly referred to as the “products”). When you use the products, you are logging in to proprietary technology of each respective provider. Aprio WM and its related companies are not affiliated with these providers. When you use the products, the privacy of your personal information is covered by terms of Aprio WM Privacy Policy as described above, and by the privacy policies of each respective provider. You may obtain these privacy policies directly from the provider or from your Aprio WM professional.

Please note you are responsible for your personal computer’s Internet security (firewalls, spyware, virus protection, etc.) when using the products. Aprio WM cannot be responsible for any unauthorized access to your information if it occurs while you use the products from a computer outside of Aprio WM network.

Initial Coin Offering Services

Aprio LLP offers services related to initial coin offerings and crypto-currencies. These services are tax related and offered through Aprio LLP. Any information contained on Aprio’s website is for general purposes and is not intended to imply investment advice.

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