Disclosure Page
On this page you can view and download key documents pertaining to our required client disclosures as well as things like our privacy policy and even sample agreements. Please use the contact us page to reach us if you have any questions or are unable to view or download the following documents.
Wealth & Wellness Group ADV Part 2A
Wealth & Wellness Group ADV Part 2B
Synergos Financial Group ADV Part 2A
Synergos Financial Group ADV Part 2B
Privacy Policy
Business Continuity Plan
Sample Advisor Agreement
Sample Risk Matrix and Investment Profile
Schwab LPOA Form for the WWG Transition