Social Media

Simplicity Wealth (“Simplicity Wealth” or the “Firm”) is an SEC Registered Investment Advisor. Registration does not imply a certain level of skill or training. Investments in securities involve risk, including the potential loss of principal invested. Past performance is no guarantee of future results.

Information posted on any Simplicity Wealth social media site should not be construed as a recommendation by Simplicity Wealth or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. If you are a Simplicity Wealth client and have questions or concerns that are specific to your account(s), please contact your financial advisor directly. If you are not a Simplicity Wealth client and would like more information about Simplicity Wealth, please contact your financial advisor directly. You should never post personal, account or transaction information anywhere on any social media site.

Any opinions expressed by Simplicity Wealth , or its employees, on the Firm’s social media accounts are as of the date of publication and are subject to change. Information that Simplicity Wealth posts on its social media sites is taken from sources that Simplicity Wealth  believes to be reliable but is not guaranteed by Simplicity Wealth  as to accuracy or completeness.

Simplicity’s social media sites may contain links to articles or other information that are contained on a third-party website. Simplicity Wealth does not endorse or accept responsibility for the content, or the use, of the website. Simplicity Wealth assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. Simplicity Wealth does not review content, advertisements, activities, or any other information posted on sites linked by third parties. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success.

Simplicity Wealth may remove any comments, photos, videos, discussion posts, wall posts, and any other visitor or third-party-posted content that contains confidential information, profanity, illegal material, spam, or is otherwise deemed to be inappropriate. Simplicity Wealth reserves the right to ban from this site any commenters that violate these parameters.

Please avoid specific mentions or discussions about investment advice, products, or specific securities.

The entire content of the site is archived by Simplicity Wealth to comply with investment advisor regulations.

Simplicity Wealth maintains a presence on certain social media sites, such as Facebook, LinkedIn, X and YouTube, but is not affiliated with these sites and has no control over how Facebook, LinkedIn, X or other third parties will use the information shared on the site. Please read and understand the privacy policies and terms of service for each social media site you participate in and understand how your information can be displayed and used throughout the site as well as other third-party sites that may be linked to by LinkedIn or Twitter.

For information about how Simplicity Wealth may use the information you provide, please see our privacy policy