Investment Advice offered through BEAM Wealth Advisors, Inc., an SEC Registered Investment Advisory Firm. Securities offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. BEAM Wealth Advisors, Inc. and Purshe Kaplan Sterling Investments are separate entities and not affiliated companies. This newsletter should not be considered as providing tax or legal advice, while tax and legal matters are often discussed. This information has been provided from sources and data believed to be reliable but is not guaranteed by your advisor, BEAM Wealth Advisors, Inc. or Purshe Kaplan Sterling Investments. This newsletter is provided by BEAM Wealth Advisors, Inc. and should not be construed as investment or tax advice. For specific advice, please contact us for an appointment. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which investment(s) or investment strategy that may be appropriate for you, consult your financial adviser prior to investing. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and cannot be invested into directly.
This communication is strictly intended for individuals residing in the state(s) of AL, AZ, AR, CA, CO, CT, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NV, NH, NJ, NY, NC, ND, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI and WY. No offers may be made or accepted from any resident outside the specific states referenced. |