Beacon Wealthcare ( “Beacon”) is an SEC registered investment adviser located in Raleigh NC.
Beacon may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Beacon’s website is limited to the dissemination of general informant pertaining to its advisory services, together with access to additional investment related information, links, and publications.
Beacon’s website should not be construed by any consumer and/or prospective client as Beacon’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 Beacon 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. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Beacon 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 Beacon’s web site or incorporated herein, and takes no responsibility. Beacon does not assume any obligation to update the information and data on its website and does not guarantee that it is accurate, current, complete or suitable for any particular purpose.
Please remember different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of nay specific investment or investment strategy ( including those recommended by Beacon), will be profitable or equal any historical performance levels.
Certain portions of Beacon’s web site ( blogs, articles, commentaries, etc ) may contain a discussion of and/or provide access to, Beacon ( and those of other investment and non-investment professionals) positions as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer by reflective of current positions(s) and/or recommendations(s). This website and information are provided for guidance and informational purposes only and are not intended to provide tax or legal advice. Please consult a tax or legal professional.
Beacon is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
A copy of Beacon’s current written disclosure Brochure discussing Beacon’s business operations, services, and fees is available from Beacon upon written request or at the SEC’s investment adviser public information website www.adviserinfo.sec.gov.
To the extent that any client or prospective client utilized any economic calculator or similar interactive device contained within or linked to Beacon’s web site, the client and or prospective client acknowledges and understands that the information resulting from the use of any such calculator is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Beacon, or from any other investment professional.
Each client and prospective client agrees, as condition precedent to his/her access to Beacon’s website to release and hold harmless Beacon, its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his other actions and/or omissions which are independent of his or her receipt of personalized individual advice from Beacon.