Important Disclaimer


Econ Wealth Management LLC ("EWM”) is an investment advisor located in Pennsylvania. EWM and its representatives are in compliance with the current registration requirements of those states in which EWM maintains clients. EWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. EWM's website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, the publication of the EWM website on the internet should not be construed by any consumer and/or prospective client as EWM's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by EWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of EWM's current written disclosure statement discussing EWM's business operations, services, and fees is available from EWM upon request. EWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to EWM's website or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.


Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by EWM) or product made reference to directly or indirectly by EWM in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). 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. Historical performance results for investment indices and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Certain portions of EWM's website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, EWM's (and those of other investment and non-investment professionals) positions and/or recommendations 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). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from EWM, or from any other investment professional. EWM is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. Correspondingly, each client and prospective client agrees, as a condition precedent to his/her/its access to EWM's website, to release and hold harmless EWM, its officers, directors, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from EWM.


To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to EWM' 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 EWM, or from any other investment professional.


Clients utilizing this website for the purpose of accessing documents posted to a web portal do so with the understanding that accessing such information through the portal should be done only through secure channels and on non-public machines. EWM cannot be responsible for criminal activities of others, specifically those that may access client information through the use of a client’s password or other credentials.


Clients are strongly encouraged to compare the information found through the portal with any information received directly from their account custodian.

The use of any chart or graph in the attached is not intended to be viewed as a singular aid in determining investment strategy. Such visual aids are instead intended as a complement to other data, and like such other data, should be considered in light of consultations with professional investment tax and legal advisors.

The descriptions of investment programs found in this sheet are intended to be demonstrative in nature, and not intended to be viewed as strict guidelines for a given strategy.  For example, a strategy that is described as having 20-40% in equity may have more than 40% at any given time in equity, and strategies with similar descriptions as far as asset class ranges will differ in actual weightings as times, and may at other times be the same as a counterpart strategy.  Accordingly, clients should focus on the objectives stated for each strategy, including which objective is listed first, when choosing the right strategy for the client.

These materials have been independently produced by Econ Wealth Management. Econ Wealth Management is independent of, and has no affiliation with, Schwab Performance Technologies ("SPT"). Charles Schwab & Co. Inc. ("CS&Co"), or any of their affiliates (together, "Schwab"). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently  verified any of the information in them. Institutional Intelligent Portfolios™  is an automated investment management solution for Independent advisors sponsored by SPT and available exclusively through indepedent investment advisory firms like Econ Wealth Management. Econ Wealth Management, not Schwab, is responsible for advising you on the Program, including recommending and selection a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. "Institutional Intelligent Portfolios" is a trademark of Charles Schwab & Co., Inc.

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© 2020 by Econ Wealth Management