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Disclosure
La Jolla Institute for Wealth Management ("LJIFWM") is an state registered investment advisor located in La Jolla, California. LJIFWM and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon registered investment advisors by those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. LJIFWM's web site is limited to the dissemination of general information pertaining to its investment advisory and estate and income tax planning services. Accordingly, LJIFWM does not, and will not, 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 LJIFWM 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. For information pertaining to the registration status of LJIFWM, please contact the state securities law administrators for those states in which LJIFWM maintains a notice filing. A copy of LJIFWM's current written disclosure statement discussing LJIFWM's business operations, services, and fees is available from LJIFWM upon written request. LJIFWM does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to LJIFWM's web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided appropriately.
Privacy Policy
At the La Jolla Institute for Wealth Management, we respect the privacy of users of our website and we are dedicated to protecting it. Any personal information collected from you is used solely by us to enhance our ability to communicate with you more effectively and to create a website that is more focused on your needs. At no time do we share this information with third parties.
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