Wealth Management

Wealth Management

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Tango Advisor Marketing to provide information on a topic that may be of interest. Tango Advisor Marketing is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Charles Schwab Custodian.

Securities offered through Kingswood Capital Partners, LLC Member FINRA/SIPC. Advisory Services through Kingswood Wealth Advisors, LLC.

Office of Supervisory Jurisdiction. Kingswood Capital Partners. 11440 W. Bernardo Ct., Ste 300 San Diego, CA 92127.

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(516) 647-7146

2 Grenwolde Dr.

Kings Point, NY 11024

Life & Annuity, Financial Advisor

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