Compliance & Disclosures
Compliance & Regulatory Disclosures
Firm Registration
Monotelo Wealth Partners, LLC (“MWP”) is a Registered Investment Adviser. Registration with the SEC or state securities authorities does not imply a certain level of skill or training.
MWP provides investment advisory services only in jurisdictions where it is properly registered or exempt from registration requirements.
Form ADV & Form CRS
Additional information about Monotelo Wealth Partners is available in our Form ADV Part 2A (Firm Brochure) and Form CRS (Client Relationship Summary). These documents describe our services, fees, conflicts of interest, and disciplinary information.
You may also request a copy by contacting us directly.
No Offer or Advice Disclaimer
The content of this website is provided for informational purposes only. Nothing contained herein should be construed as personalized investment, legal, tax, or accounting advice.
No information on this website constitutes:
- An offer to sell securities
- A solicitation of an offer to buy securities
- A recommendation of any investment strategy
Investment decisions should be made based on your individual circumstances and in consultation with a qualified financial professional.
Risk Disclosure
Past performance is not indicative of future results. Market conditions, economic factors, and other variables may affect investment outcomes.
Testimonials & Endorsements
Any testimonials appearing on this website reflect the personal experiences of current or former clients. Testimonials are not indicative of future performance or success and may not be representative of the experience of other clients.
Third-Party Links
This website may contain links to third-party websites. Monotelo Wealth Partners does not control, endorse, or guarantee the accuracy or completeness of information contained on third-party websites.
MWP is not responsible for the content, privacy practices, or security of third-party websites.
Social Media
MWP may maintain social media profiles for informational and educational purposes. Content shared on social media should not be interpreted as investment advice or a recommendation to buy or sell any security.
Interactions on social media platforms do not establish an advisory relationship.
Privacy Policy
Monotelo Wealth Partners is committed to safeguarding client information. We maintain physical, electronic, and procedural safeguards designed to protect personal information.
For more details, please review our full Privacy Policy.
Cybersecurity
We utilize industry-standard security practices designed to protect client data. However, no transmission of data over the internet can be guaranteed to be completely secure. Clients are encouraged to use secure client portals when transmitting sensitive information.
Email & Electronic Communication
Electronic communication is provided for convenience and informational purposes. Confidential or sensitive information should only be transmitted through secure methods as directed by the firm.