Barrister Wealth Management, LLC (“Barrister”) is a State Registered Investment Advisor and is in compliance with filing requirements imposed by those states in which it is registered or in states in which it qualifies for an exemption from filing. The information contained in this website is for information purposes only and individuals should not rely on information presented herein to address any financial needs or concerns.
The CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® marks are professional certifications granted in the United States by the Certified Financial Planner Board of Standards, Inc. (“CFP® Board”). The CFP® certification is a voluntary certification; no federal or state law or regulation requires financial planners to hold CFP® certification. It is recognized in the United States and a number of other countries for its (1) high standard of professional experience and education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.
The information contained in this website is for information purposes only and individuals should not rely on information presented herein to address any financial needs or concerns. Individuals should not construe this website or any information herein as a solicitation for investments, insurance, retirement plan services, or the rendering of financial advice for compensation.
No client or prospective client should assume the content contained on this website serves as the receipt of, or a substitute for, personalized advice from BWM, or from any other investment professional. BWM is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting, or tax advice.
The information contained herein, including links to third party websites, has been obtained from sources believed to be reliable, but we do not guarantee its accuracy or completeness. As a condition precedent to his/her/its access to BWM’s website, each client and prospective client agrees to release and hold harmless BWM, its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from BWM.