Assess Your Investment Comfort Level

Contact us to align your portfolio with your comfort level.

A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.
A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.

Assess your investment strategy and comfort level.

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Disclosures:

Investment advisory services are offered through doing business as Advisor Share Wealth Management (ASWM), LLC a registered investment advisor. ASWM and Bernaducci & Kugelov, LLC’s operate independently of each other. For a comprehensive overview of investment risks, fees, and services, please refer to the ASWM firm brochure (ADV Part 2A), obtainable from your Investment Advisor Representative or by contacting ASWM.

The statements, claims, content, and/or commentary made herein and in ASWM’s other websites, videos, podcasts, blog posts, articles, and other publications or materials (collectively, the “Materials”) provide general market commentary or information and/or express the personal opinion of the author or speaker, which does not necessarily reflect the views or opinions of ASWM. The content in the Materials should not be interpreted as providing legal, tax, or investment advice, nor is it as a solicitation to effect, or attempt to effect transactions in securities. Additionally, it does not constitute the rendering of personalized investment advice for compensation over the internet. It is intended for informational purposes only.

ASWM and its representatives may only transact business or provide investment advice in states where registered, where required notices have been filed, or where they are otherwise excluded or exempted from such registration or filing requirements. Please check with us to ensure we are registered in your state.

Investments and/or investment strategies carry inherent risks, including the potential loss of principal. There is no guarantee or representation that any investment strategy will achieve its objectives, or that an investment will generate profits or will not incur a total loss of invested capital. Furthermore, nothing herein is intended to imply that ASWM nor Bernaducci & Kugelov, LLC investment strategies may be considered “conservative”, “safe”, “risk free” or “risk averse.”

ASWM and Bernaducci & Kugelov, LLC make no guarantee that the objectives associated with a particular strategy will be achieved or profitable.  Past performance is no guarantee of future performance and investors may lose their entire investment.

Neither ASWM nor Bernaducci & Kugelov, LLC provide accounting, legal, or tax advice. Please consult your accountant, legal, and/or tax advisor for specific information relating to your individual situation.

Bernaducci & Kugelov, LLC

14522 Three Ponds Trail

Delray Beach, FL 33446.

Office: 732-614-5832

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