Disclosures

Consilio Wealth Advisors, LLC ("CWA") is a Registered Investment Advisor ("RIA"), located in the State of Washington. CWA provides investment advisory and related services for clients nationally. CWA will maintain all applicable registration and licenses as required by the various states in which CWA conducts business, as applicable. CWA renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. 

Terms of Use

Please read these terms and conditions of use (“Terms”) carefully before using the website located at www.consiliowealth.com (“Website”) or any of the information or services provided by Consilio Wealth Advisors, LLC (collectively “CWA”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by CWA in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

CWA reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on April 22, 2021.

Risk Disclosure

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.

Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This website is intended to provide general information about CWA and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information. 

Market data, articles and other content on this website are based on generally available information and are believed to be reliable. CWA does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice. 

Please remember that it remains your responsibility to advise CWA, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. 

CWA will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure"), Form ADV Part 2B, which is the Brochure Supplement for each advisory person supporting a particular client,  and the Form ADV Part 3 (Client Relationship Summary or Form CRS). You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us to request a free copy via .pdf or hardcopy.

Email Disclosures

Consilio Wealth Advisors, LLC often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. CWA makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send CWA private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. 

Please note: CWA does not accept trading or money movement instructions via email.

As a registered investment advisor, CWA emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of CWA or the securities regulators. 

If you have received an email from CWA in error, we ask that you contact the sender and destroy the email and its contents. 

If you have any questions regarding our email policies, please Contact Us.

Awards & Recognition Disclosures

Data provided by SHOOK® Research, LLC. Data as of 3/31/23
Source: Forbes.com (August, 2023). SHOOK considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices. Also reviewed: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and audited performance reports are rare. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

The “as featured in” recognition is designated by several publications & media agencies. A portion of these features were provided by the media outlet, while others were paid for by the Advisor as noted below. The Advisor will often submit commentary to news publications for use in articles, and in these situations the advisor is not compensated nor do they pay the publication.

Advent Media Group & PR Newswire, awarded in 2021. Advent Media Group selected the advisor by a random sampling and did not have specific performance metrics to qualify for publication. The recognition is solicited to financial advisors through Advent Media Group, and then distributed through Fortune, Entrepreneur, and Bloomberg Businessweek magazines. The advisor submitted other articles to PR News Wire, who then provided the content to be reposted by numerous online publications. Consilio Wealth Advisors did pay a fee to receive the article & recognition. Working with an advisor featured in any periodical is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment in the future.

If you have any questions regarding our awards & recognition, please Contact Us.

Social Websites

Consilio Wealth Advisors, LLC may utilize third-party websites, including social media websites, blogs and other interactive content. CWA considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, CWA generally retains copies of information that CWA or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of CWA or the securities regulators. 

Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by CWA’s advisory persons after entering into an advisory agreement and provided CWA with all requested background and account information.

If you have any questions regarding our policies, please Contact Us.