Disclaimer
BUENWEALTH LLC (“BUENWEALTH”) is a registered investment adviser located in Miami,
FL. BUENWEALTH complies with all applicable filing requirements imposed by the
Securities and Exchange Commission (SEC) and those states in which BUENWEALTH
maintains clients. Registration with the SEC as an investment adviser does not imply
any specific level of skill or training.
Services Provided
BUENWEALTH’s services are primarily delivered through a proprietary, automated
digital advisory platform. This platform allows clients to complete a comprehensive
online questionnaire that evaluates their financial situation, investment
experience, goals, and risk tolerance. Based on the data provided, the system
generates a personalized investment recommendation tailored to the client’s
individual needs.
Accounts offered through the platform are non-discretionary, meaning that all
investment decisions require client approval. BUENWEALTH provides recommendations
and guidance but will not execute transactions or make decisions on a client’s
behalf without explicit consent.
Informational Purposes Only
The information provided on BUENWEALTH’s website is for informational purposes only
and is intended for a general audience. It is not directed to any specific
individual or situation and does not constitute personalized investment advice, an
offer to sell securities, or a solicitation of an offer to buy securities.
Performance Information
Any performance information displayed on BUENWEALTH’s website that is hypothetical,
simulated, or historical and should not be construed as indicative of future
results. Past performance is not a guarantee of future returns, and different types
of investments involve varying degrees of risk. There is no assurance that any
specific investment or strategy will be suitable or profitable for an investor's
portfolio.
To access performance information or personalized recommendations, clients must
complete the online questionnaire and open a non-discretionary account with
BUENWEALTH. Personalized recommendations are based solely on the data provided by
the client through the platform.
Hypothetical Performance
Hypothetical or simulated performance results have inherent limitations. They do not
represent actual trading results and do not reflect the impact of market conditions
or actual investment decisions. Hypothetical performance may understate or overstate
the impact of various factors, including economic and market conditions, and is not
a guarantee of actual results.
No Reliance
Performance information and other materials provided on BUENWEALTH’s website are not
intended as a primary basis for investment decisions. Users should not act upon this
information without seeking advice from a licensed professional regarding their
individual financial circumstances.
Access Agreement
By accessing this website, you acknowledge and agree that the website is intended
for informational purposes only. Users agree to release and hold harmless
BUENWEALTH, its officers, directors, owners, employees, and agents from any and all
adverse consequences resulting from their actions or omissions based on the
information provided on the website, independent of personalized investment advice
received directly from BUENWEALTH.
To determine whether an investment or strategy is suitable for your financial
situation, you must complete the comprehensive questionnaire and open a
non-discretionary account with BUENWEALTH. The website’s contents should not be
construed as advice tailored to your specific needs without completing this process.
Contact Information
For additional information about BUENWEALTH’s services, business operations, and
fees, please refer to our written disclosure Brochure, or contact us via email at [email protected]
