Geometric Wealth Advisors, LLC – Website Legal Disclosure

Use of this website is subject to the following terms and conditions. These terms and conditions are subject to change without notice. By viewing any of the material appearing on this site, you acknowledge that you have read, understood, and agreed to the following:

Geometric Wealth Advisors, LLC (“Geometric Wealth Advisors”) is an investment advisor with its principal business offices located in Arlington Heights (IL), Denver (CO), Charlotte (NC), Minneapolis (MN), New York (NY), Vienna (VA), and Washington D.C.  Geometric Wealth Advisors and its representatives are in compliance with the current filing requirements as required by those states in which Geometric Wealth Advisors has clients. Geometric Wealth Advisors may transact business only in those States in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Any direct communication by Geometric Wealth Advisors with a client or prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the State where the client or prospective client resides.

Additional information about Geometric Wealth Advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Registration does not imply any level of skill or training.

Material on this website is provided for informational purposes only and does not constitute individualized financial advice or create an advisor-client relationship. The publication of this material is not, and should not be construed as a solicitation to effect, or attempt to effect, transactions in securities, the rendering of personalized investment or tax advice, or an offer to buy or sell or a solicitation of an offer to buy or sell any security or to participate in any particular trading strategy.

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Geometric Wealth Advisors’ website, the client and/or prospective client is advised that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Geometric Wealth Advisors or any other investment professional.

Strategy overviews are for descriptive purposes only and do not take into account a client’s or prospective client’s particular investment objectives, tolerance for risk, financial situation or needs. They are not suitable for all investors and this is not a solicitation or recommendation of any investment strategy. All investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Past performance is not indicative of future results. It should not be presumed that future performance of any specific investment, investment strategy will be profitable or equal the corresponding indicated performance level(s), including the investments and/or investment strategies recommended by Geometric Wealth Advisors, and the products made reference to directly or indirectly by Geometric Wealth Advisors in its website, or indirectly via a link to an unaffiliated third party website. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio.

Certain portions of Geometric Wealth Advisors’ website (e.g., articles, commentaries, etc.) may contain a discussion of and/or provide access to the positions and/or recommendations of Geometric Wealth Advisors’ and other professionals as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). No such discussion is intended to serve or does serve as the receipt of, or a substitute for, personalized advice from Geometric Wealth Advisors or any other investment professional.

Statements may be forward looking and are not intended as specific investment advice without further review of individual circumstances. Commentary, opinions, analysis, and recommendations may be subjective, do not guarantee future performance, and could change at any time without notice.

Geometric Wealth Advisors does not provide legal or tax counsel. No portion of the website content should be interpreted as legal, accounting or tax advice.

The third-party information provided herein is compiled from sources believed to be reliable, but it has not been independently verified and the accuracy is not guaranteed. Geometric Wealth Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any third party, whether linked to Geometric Wealth Advisors’ website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only. No endorsement or approval of any third party or their statements, opinions, information, products, or services is expressed or implied by the contents of this website. To the extent any third party opinions or information are included on this site, they are provided for convenience only, and the Geometric Wealth Advisors assumes no liability and does not approve or endorse such third party content, or warrant such content to be accurate, complete, reliable, verified, error free, or fit for any purpose.

This website may contain hyperlinks to other websites not maintained or controlled by Geometric Wealth Advisors. The links are provided only for convenience. Geometric Wealth Advisors does not endorse the sponsor or owner of such other sites, or the products, services, advice or opinions or any other content of such other sites. Geometric Wealth Advisors makes no representation as to the completeness or accuracy of information provided at such other sites. Geometric Wealth Advisors makes no representation concerning the quality, accuracy, suitability, or safety of the content of such other sites.

This website, in whole or in part, may periodically be unavailable in order to allow for maintenance or updates, or due to other causes, including causes beyond the control of the Geometric Wealth Advisors. The content of this website may change at any time, with or without notice.

Neither Geometric Wealth Advisors nor anyone who participated in creating and presenting this website and its content is or will be liable for any direct, indirect, incidental, consequential, or other damages, or losses of any kind, which may arise from access to this site or the use of any information, images, video, or sound appearing on it or derived from it. While the information on this site is maintained and periodically updated for accuracy, this information may contain omissions or errors for which Geometric Wealth Advisors disclaims any liability.

This website has been developed by and is the property of Geometric Wealth Advisors.

CFP Board’s Trademark Disclaimer

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

CFA Institute’s Trademark Disclaimer

The CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Geometric Wealth Advisors, LLC.  CFA Institute, CFA^® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

Privacy Notice

Information Collected

The categories of non-public personal information about you that Geometric Wealth Advisors, LLC (“Geometric”) collects include your Social Security or taxpayer identification number, address, date of birth, information about your personal finances, and information about transactions between you and third parties, such as mutual fund companies or custodians, including transactional information about your accounts, such as your account balances and transaction history.

Geometric requires this information in order to administer its business and provide its investment management and financial planning services.

Information Disclosed

Geometric does not disclose your nonpublic personal information to any third party for the purpose of allowing that party to market products to you. We may provide a limited amount of your nonpublic personal information to third parties we use to provide account reporting services to you. We enter into contractual agreements with such third parties that prohibit such parties from disclosing or using the nonpublic personal information other than to carry out of purposes for which it was disclosed. Except for the above, we do not provide your nonpublic personal information to any third parties or external organizations unless we have previously informed you about such provisions pursuant to disclosures or agreements, have been authorized by you to reveal such information (such as to your accountant or attorney), or are authorized and/or required by law to reveal such information.  For example, federal regulations permit us to share a limited amount of nonpublic personal information with custodians, clearing firms, and broker-dealers in order to execute securities transactions on our clients’ behalf.  In addition, federal and state regulators also may review our records, including clients’ records and personal information, as permitted by law.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Confidentiality and Security

Geometric restricts access to nonpublic personal information about you to those employees who need to know that information in order administer the firm’s business or provide you with investment management and financial planning services.  Geometric maintains physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.