Disclosures

Traust Sollus Wealth Management, LLC (“TS”) is an SEC-registered investment adviser with offices located in Princeton, New Jersey and New York, New York. TS and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which TS maintains clients. TS may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

TS’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of TS’s website on the Internet should not be construed by any consumer and/or prospective client as TS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by TS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of TS, please contact the SEC or the state securities regulators for those states in which TS maintains a notice filing. A copy of TS’s current written disclosure statement discussing TS’s business operations, services, and fees is available from TS upon written request. TS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to TS’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Certain portions of TS’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, TS’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from TS, or from any other investment professional.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if TS is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of TS by any of its clients.

This website may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.

Past performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor.

Any information provided by TS regarding historical market performance is for illustrative and education purposes only. Clients or prospective clients should not assume that their performance will equal or exceed historical market results and/or averages.

The material listed in this website is current as of the date noted, and is for informational purposes only, and does not contend to address the financial objectives, situation, or specific needs of any individual investor. Any information is for illustrative purposes only, and is not intended to serve as investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances.

This website is owned by TS. This website and any and all accompanying screens, information, materials, user documentation, user interfaces, images, arrangements of information, related software and other proprietary property of TS or its licensors accessible via the website is and shall remain the exclusive property of TS and its licensors, as the case may be. All rights to the website remain with TS or its licensors. This site is for your personal and non-commercial use. You may not modify, copy, distribute, transmit, display, perform, reproduce, publish, license, create derivative works from, transfer or sell any information, software, products or services obtained from this site.