IMPORTANT CONSUMER INFORMATION
Bird Wealth Management, LLC is a state registered investment advisor. A registered financial advisor may only transact business in a state if first registered, or is excluded or exempt from state financial adviser registration requirements. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized Financial advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.
For information concerning the licensing status or disciplinary history of an Financial adviser, a consumer should contact his or her state securities law administrator.
DISCLOSURE
This website is provided as a service of Bird Wealth Management, LLC ("BWM"). By accessing the BWM website, you agree to the following terms and conditions:
NO OFFER Bird Wealth Management, LLC is a state registered investment advisor ("RIA"). Nothing on the BWM website should be construed as a solicitation, or offer, or recommendation, to acquire or dispose of any financial or to engage in any other transaction. BWM does not render or offer to render personalized financial advice or financial planning advice through the BWM website. BWM specific advice is given only within the context of our contractual agreements with each client. The BWM website is limited to the dissemination of general information about BWM service offerings, and provides an alternative method for clients and prospective clients to learn more about BWM, and to contact BWM. Advice may only be rendered after the delivery of Form ADV-Part II, and the execution of an financial advisory agreement by the client and the advisor.
NO RELIANCE While BWM uses reasonable efforts to obtain information from sources which it believes to be reliable, BWM makes no representation that the information or opinions contained on the BWM website is accurate, reliable or complete. The information and opinions contained in the BWM website are provided by BWM for personal use and informational purposes only and are subject to change without notice. Nothing contained on the BWM website constitutes Financial, legal, tax or other advice nor is it to be relied on in making an financial or other decision.
BWM’s ADV Part I
www.adviserinfo.sec.gov
Please search for Bird Wealth Management
BWM’s ADV Part II Form & Disclosure Form
For competitive reasons, we do not make our ADV Part II available on our website. However, prospective clients may request one by contacting our office.
