The No Holds Blog

A no-holds-barred approach to finance and life.

Skip to content

Home
About Mike
Contact
Consultation with Mike

Search

Search for:

cropped-wilmington-delaware

June 20, 2017 / Michael J. Sicuranza

Post navigation

← cropped-wilmington-delaware

Michael J. Sicuranza, CFP® AEP®

Michael Sicuranza, CFP® AEP® is an *award-winning wealth advisor who focuses on providing comprehensive wealth management solutions to medical professionals, small business owners, and affluent families in the Delaware Valley.

Subscribe to the Newsletter

Enter your email address to follow this blog and receive notifications of new posts by email.

Email Address

Recent Blog Posts

August 2018
September 2017
August 2017
July 2017
June 2017

No Holds Blog Disclosures

Investment advisory services are offered through Affinity Wealth Managmenet, LLC., a registered investment advisors (“AWM”).

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 web site is intended to provide general information about Michael Sicuranza and the services of AWM. 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 web site are based on generally-available information and are believed to be reliable. AWM does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

Please remember that it remains your responsibility to advise Michael Sicuranza and AWM, 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.

Michael Sicuranza will provide all prospective clients with a copy of AWM’s Form ADV2A and his Form ADV 2B. 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.

5 Star Professional Award Disclosure

*Michael Sicuranza has been awarded the 5 Star Wealth Manager Award every year from 2012 to 2017 from 5 Star Professional. To see the full disclosure on how award recipients are chosen please visit 5 Star Wealth Manager Disclosure – Delaware.

Leave A Reply Cancel reply