Sundance Wealth Management is in compliance with the current filing requirements imposed upon registered investment advisers by those states in which Sundance Wealth Management maintains clients. Sundance Wealth Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
This web site provides general information about Sundance Wealth Management with access to additional information, and is not intended to offer investment or financial planning advice. The publication of the Sundance Wealth Management web site on the Internet should not be construed as Sundance Wealth Management solicitation to effect securities transactions, or the offering of personalized advice over the Internet. Any subsequent, direct communication by Sundance Wealth Management with a prospective client shall be construed by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
As a Registered Investment Advisor with fiduciary responsibilities, Sundance Wealth Management provides personalized investment and/or financial planning advice only within the context of contractual agreements with clients, and only after a review of the client's situation. A copy of Sundance Wealth Management's current written disclosure statement (Form ADV=PartII) discussing Sundance Wealth Managements' business operations, services and fees is available from Sundance Wealth Management upon written request.
No client or prospective client should assume that the publication of investment positions, strategies and/or recommendations as well as the access and use of any financial calculator serves as the receipt of, or a substitute for, personalized advice from Sundance Wealth Management or from any other investment professional. Sundance Wealth Management are neither attorneys nor accountants, and no portion of the web site content should be interpreted as legal, accounting or tax advice.