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Terms of Use

Important Information and Disclosure

WealthFolio Advisors LLC (WFA) is a registered investment adviser with offices in Long Beach, California and Sonoma, California  WealthFolio Advisors LLC  may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. WFA's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of WFA's web site on the Internet should not be construed by any consumer and/or prospective client as WealthFolio Advisors  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 WealthFolio Adviosrs 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 WealthFolio Advisors  please contact the state securities regulators for those states in which WealthFolio Advisors maintains a registration filing. A copy of WealthFolio Advisors current written disclosure statement discussing WealthFolio Advisors business operations, services, and fees is available at the SEC’s investment adviser public information website – or from WealthFolio Advisors upon written request. WealthFolio Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to WealthFolio Advisors' web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.. Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

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