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265 Franklin Street, Ste 1702

Boston, MA 02110, USA

(617) 465-2560

Wealth Effects is a wealth management firm located in Boston, MA, with experienced financial advisors across the country. We work with individuals and families to assist them with financial challenges and goals, related to life milestones. We assist our clients with a variety of services, including retirement planning, investment management, legacy planning, college planning, healthcare planning and tax minimization.

Disclosure:

Wealth Effects LLC ("Wealth Effects") is a Registered Investment Advisor ("RIA"), located in the Commonwealth of Massachusetts. Wealth Effects provides investment advisory and related services for clients nationally. Wealth Effects will maintain all applicable registration and licenses as required by the various states in which Wealth Effects conducts business, as applicable. Wealth Effects renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Please read these terms and conditions of use (“Terms”) carefully before using the website located at http://w-effects.com/ (“Website”) or any of the information or services provided by Wealth Effects LLC (collectively “Wealth Effects”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Wealth Effects in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

Wealth Effects reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

Click on the links for a copy of our ADV and Client Relationship Summary

These Terms were last updated on March 18, 2022.