disclosure
Bird Wealth Management LLC is a state registered investment advisor, licensed to transact business in Alabama, California, Kentucky, Minnesota, North Dakota, Ohio, and Washington.
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. If you live in a state not listed above, please contact us, as we are willing to register in any state. 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 a financial adviser, a consumer should contact his or her state securities law administrator. Bird Wealth Management LLC has a clean record of compliance.
website DISCLaimer
This website is provided as a service of Bird Wealth Management LLC. By accessing this website, you agree to the following terms and conditions:
NO OFFER Bird Wealth Management LLC is a state registered investment advisor ("RIA"). Nothing on this 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. Bird Wealth Management LLC does not render or offer to render personalized financial advice or financial planning advice through this website; specific advice is given only within the context of our contractual agreements with each client. The Bird Wealth Management LLC website is limited to the dissemination of general information about Bird Wealth Management service offerings, and provides an alternative method for clients and prospective clients to learn more about us, and to contact us. 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 Bird Wealth Management LLC uses reasonable efforts to obtain information from sources which it believes to be reliable, it makes no representation that the information or opinions contained on this website are accurate, reliable or complete. The information and opinions contained in the Bird Wealth Management website are provided by Bird Wealth Management for personal use and informational purposes only and are subject to change without notice. Nothing contained on the Bird Wealth Management LLC website constitutes financial, legal, tax or other advice nor is it to be relied on in making an financial or other decision.
Bird Wealth Management LLC is a state registered investment advisor, licensed to transact business in Alabama, California, Kentucky, Minnesota, North Dakota, Ohio, and Washington. If you live in a state not listed above, please contact us, as we are willing to register in any state.
