Disclosures

You are encouraged to research our firm and our advisors directly on the SEC’s search website. We also encourage you to research your existing investment manager.  If that person or firm is a broker and not a fee-only fiduciary, they may be found on FINRA’s broker check website. 
Our firm’s Regulatory Disclosure Brochure (ADV Part 2) may be found here.

WEBSITE CONTENT

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Lynchburg Wealth Management, LLC 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. All information or ideas provided should be discussed in detail with an adviser, accountant or legal counsel prior to implementation.

This website may provide links to others for the convenience of our users.  Our firm has no control over the accuracy or content of these other websites.

REGISTRATION INFORMATION

Advisory services are offered through Lynchburg Wealth Management, LLC, an investment adviser firm domiciled in the Commonwealth of Virginia. 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 particular 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 adviser, or their representatives, a consumer should contact their state securities administrator.

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