Disclosures

website content

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Reach Strategic Wealth LLC (RSW), unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. This website may provide links to others for the convenience of users. RSW has no control over the accuracy or content of these other websites. None of the information provided is intended as investment, tax, accounting, or legal advice, as an offer or solicitation to buy or sell, or as an endorsement, of any company, security, fund, or other securities or non-securities offering. Use of the information is at your sole risk.

This website’s content is current as of the date of publication without regard to the date on which you may have received this information.

The content is provided ‘as is’ and without warranties, either expressed or implied. RSW does not promise or guarantee any income or particular result from your use of the information contained herein.

Under no circumstances will RSW be liable for any loss or damage caused by your reliance on the information contained herein. It is your responsibility to evaluate any information, opinion, or other content contained. Please seek the advice of professionals regarding the evaluation of any specific content. Information on this website should not be considered an offer or solicitation to buy/sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

Chartered Financial Analyst® and CFA® are trademarks owned by CFA Institute, which it awards to individuals who satisfy the CFA Institute’s initial and ongoing charter requirements.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Privacy Policy

Reach Strategic Wealth LLC (“RSW”) recognizes that our relationships with current and prospective clients are based on integrity and trust. We work hard to maintain your privacy and preserve the private nature of our relationship. We place the highest value on the information you share with us. RSW will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information. RSW will provide this privacy statement to all clients annually. We want our clients to understand what information we collect, how we use it, and how we protect your personal information. Why We Collect Your Information We gather information about you so that we can: • Help design and implement the investment and planning-related services we provide you; and • Comply with the Federal and State laws and regulations that govern us. What Information We Collect and Maintain We may collect the following types of “nonpublic personal information” about you: • Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information. • Information that we generate to service your financial needs. • Information that we may receive from third parties concerning your financial profile. What Information We Disclose In certain circumstances, we are legally permitted to disclose nonpublic information about you to unaffiliated third parties. For example, to provide planning or investment management services to you, we may disclose your personal information in limited circumstances to various service providers, such as our clearing firm or independent contractors hired by RSW. If the Financial Planner/Financial Adviser leaves RSW to join another firm, he or she may be permitted to retain copies of client information to assist with transferring client accounts and continue to serve the client at their new firm. “Opting-Out” of Third-Party Disclosures: If you do not want your Financial Planner/Financial Adviser to retain copies of your sensitive information when he or she leaves us to join another firm, you may contact us by calling 336.223.4733. Otherwise, RSW will not disclose any personal information about you or your account(s) unless one of the following conditions is met: • We receive your prior written consent; or • We have documentation that the recipient is your authorized representative; or • We are required by law to disclose information to the recipient. Arrangements with companies or independent contractors not affiliated with RSW will be subject to confidentiality agreements. How We Protect Your Personal Information Privacy has always been important to RSW. We restrict and limit access to client information only to those who need to carry out their business functions. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.

registration information

Advisory services are offered through Reach Strategic Wealth LLC (RSW), an investment advisor firm domiciled in the State of North Carolina. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.

‍

confidentiality & security

Reach Strategic Wealth LLC (RSW) restricts access to nonpublic personal information about our clients to those employees and agents who need to know that information to provide products and services to our clients. We maintain physical, electronic and procedural safeguards to protect our clients’ nonpublic personal information. RSW respects and values that our clients have entrusted the firm with their private financial information and work diligently to maintain that trust. RSW is committed to preserving that trust by respecting client privacy as provided herein.