Physician Wealth Solutions Inc. (“Physician Wealth Solutions”) is a registered investment adviser in the states of Nevada, Georgia, Maryland, North Carolina, Florida, and notice filed in the state of Texas. Physician Wealth Solutions and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which Physician Wealth Solutions maintains clients. Physician Wealth Solutions may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
Physician Wealth Solutions website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Physician Wealth Solutions website on the Internet should not be construed by any consumer and/or prospective client as Physician Wealth Solutions solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
Advice can only be rendered after the following conditions are met: 1) The delivery of a disclosure statement, and execution of an investment advisory and/or a financial planning contract by the client and the adviser; and 2) Initial Payment of the planning fee or investment advisory fee by the client to the adviser. Furthermore, the information resulting from the use of tools, charts, graphs or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Physician Wealth Solutions.
The graphs and charts provided by this website depict general information regarding past performance of various indexes and asset classes. Past performance is never a guarantee of future performance and the charts and graphs on this website are not meant to predict future performance. An investor should not base any investment decisions solely on the information provided by the charts and graphs.
Any subsequent, direct communication by Physician Wealth Solutions 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. For information pertaining to the registration status of Physician Wealth Solutions, please contact the United States Securities and Exchange Commission on their website at www.adviserinfo.sec.gov or state securities law administrators for those states in which Physician Wealth Solutions is registered. A copy of Physician Wealth Solutions current written disclosure statement discussing Physician Wealth Solutions business operations, services, and fees is available from Physician Wealth Solutions upon written request.
Physician Wealth Solutions does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Physician Wealth Solutions website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBSITE LINKED TO THIS WEBSITE.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Physician Wealth Solutions) made reference to directly or indirectly by Physician Wealth Solutions in its web site, or indirectly via a link to an unaffiliated third party web site, 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 categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the occurrence of which would have the effect of decreasing historical performance results.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Physician Wealth Solutions), will be profitable or equal any historical performance level(s). Certain portions of Physician Wealth Solutions’ web site (i.e. blogs, newsletters, articles, commentaries, etc) may contain a discussion of, and/or provide access to, Physician Wealth Solutions (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 recommendation(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 Physician Wealth Solutions or from any other investment professional. Physician Wealth Solutions is not an attorney and no portion of the web site content should be interpreted as legal advice.
To the extent that any client or prospective client utilized any economic calculator or similar device contained within or linked to Physician Wealth Solutions web site, the client and/or prospective client acknowledges and understands 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 Physician Wealth Solutions, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Physician Wealth Solutions web site, to release and hold harmless Physician Wealth Solutions, its officers, directors, members, owners, 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 Physician Wealth Solutions.
For The Public
E-mail addresses: Physician Wealth Solutions Inc. (PWS) will not give, sell, rent, lend or otherwise distribute your e-mail address for purposes other than communications between you and PWS. We will make a reasonable effort to give you an opportunity to unsubscribe from lists we may maintain.
Website: Internet cookies are a feature of web browser software that can gather information about website visitors and allows web servers to recognize the computer used to access a website. PWS will not use, collect, or store cookies during your visit to our website.
Maintaining the trust and confidence of our clients is a high priority. That is why we want you to understand how we protect your privacy when we collect and use information about you, and the steps that we take to safeguard that information. This notice is provided to you on behalf of PWS.
Information We Collect: In connection with providing investment products, financial advice, or other services, we obtain non-public personal information about you, including:
- Information we receive from you on account applications, such as your address, date of birth, Social Security Number, occupation, financial goals, assets and income;
- Information about your transactions with us, our affiliates, or others; and
- Information received from credit or service bureaus or other third parties, such as your credit history or employment status.
Categories of Information We Disclose: We may only disclose information that we collect in accordance with this policy. PWS does not sell customer lists and will not sell your name to telemarketers.
Categories of Parties to Whom We Disclose: We will not disclose information regarding you or your account with us, except under the following circumstances:
- To your authorized Representative and/or his or her manager;
- To our parent companies or their affiliates, to the extent permitted by law;
- To entities that perform services for us or function on our behalf, including financial service providers, such as a clearing broker-dealer, investment company, or insurance company;
- To consumer reporting agencies,
- To third parties who perform services or marketing on our behalf;
- To your attorney, trustee or anyone else who represents you in a fiduciary capacity;
- To our attorneys, accountants or auditors; and
- To government entities or other third parties in response to subpoenas or other legal process as required by law or to comply with regulatory inquiries.
How We Use Information: Information may be used among companies that perform support services for us, such as data processors, technical systems consultants and programmers, or companies that help us market products and services to you for a number of purposes, such as:
- To protect your accounts from unauthorized access or identity theft;
- To process your requests such as securities purchases and sales;
- To establish or maintain an account with an unaffiliated third party, such as a clearing broker-dealer providing services to you and/or Lotus Wealth Solutions, Inc.;
- To service your accounts, such as by issuing checks and account statements;
- To comply with Federal, State, and Self-Regulatory Organization requirements;
- To keep you informed about financial services of interest to you.
Our Security Policy: We restrict access to nonpublic personal information about you to those individuals who need to know that information to provide products or services to you and perform their respective duties. We maintain physical, electronic, and procedural security measures to safeguard confidential client information.
Complaint Notification: Please direct complaints to: Setu Mazumdar, President & Chief Compliance Officer, Physician Wealth Solutions Inc., 8775 Lufield Ridge Ct, Las Vegas, NV 89149 phone: (404) 386-7641.