LPL Disclosures

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Three Cord True Wealth Management, LLC DBA Holdcroft Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Professionals associated with Three Cord True Wealth Management, LLC may be either (1) registered representatives with, and securities and advisory services offered through LPL Financial, Member FINRA/SIPC, a registered investment advisor; or (2) solely tax professionals of Three Cord True Wealth Tax Solutions, LLC, and not affiliated with LPL Financial. Tax-related services offered through Three Cord True Wealth Tax Solutions, LLC DBA [Three Cord True Wealth Management, LLC]. Three Cord True Wealth Tax Solutions, LLC is a separate legal entity and not affiliated with LPL Financial. LPL Financial does not offer tax advice or Tax-related services.

No client of Three Cord True Wealth Management, LLC is under any obligation to use the services of Three Cord True Wealth Tax Solutions, LLC and can engage a non-affiliated Certified Public Accountant or tax preparation service provider.

Three Cord True Wealth Management Important Disclosures

Three Cord True Wealth Management, LLC is an SEC-registered investment adviser. Three Cord True Wealth Management, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Three Cord True Wealth Management, LLC website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information such as articles written by third parties, firm-written newsletters and/or publications, and third-party links. Accordingly, the publication of Three Cord True Wealth Management, LLC website on the Internet should not be construed by any consumer and/or prospective client as our Adviser’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 the Adviser 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 Three Cord True Wealth Management, LLC, a copy of Three Cord True Wealth Management, LLC’s current written disclosure statement discussing Three Cord True Wealth Management, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website www.adviserinfo.sec.gov (CRD 307480) or from the Adviser upon written request, nraught@3ctruewealth.com.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Adviser), will be profitable or equal any historical performance level(s).

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Insurance products and services are offered and sold through Three Cord True Wealth Management, LLC and individually licensed and appointed insurance agents.

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LPL Disclosures

Three Cord True Wealth Management Important Disclosures