Privacy Policy & Disclaimers

Privacy Policy

At Stateline Wealth Advisors, safeguarding your privacy is paramount. We maintain rigorous physical, electronic, and procedural safeguards aligned with federal standards. Our commitment is to protect your nonpublic personal information through robust policies and procedures.

Confidentiality First

Our policy restricts access to your information, encompassing personal details, investment objectives, financial situation, and more. Access is granted only to employees and affiliated/nonaffiliated entities essential to your engagement with Stateline Wealth Advisors.

Disclosure in Your Interest

We may disclose your information when necessary:

  1. To unaffiliated service providers and vendors supporting your relationship with Stateline Wealth Advisors.

  2. When required by judicial or regulatory processes.

  3. As permitted by applicable federal and/or state privacy regulations.

Your Privacy, Our Priority

Rest assured, we do not share your information with any affiliated or unaffiliated parties for marketing or any other purposes beyond the scope mentioned above.

Site Disclaimers

Investing always carries risks, and potential loss of principal is a possibility. No investment plan or strategy comes with a guarantee of success. Advisory services are offered by Stateline Wealth Advisors, LLC (“SWA”), a registered investment advisor with the U.S. Securities and Exchange Commission. Registration doesn't imply a specific level of skill or training.

This website's presence on the Internet should not be directly or indirectly interpreted as a solicitation of investment advisory services to individuals in another jurisdiction unless permitted by statute. Any follow-up or personalized responses to consumers in a specific state by SWA for the provision of personalized investment advice for compensation will only occur after complying with jurisdiction requirements or obtaining an applicable state exemption.

All written content on this site serves informational purposes. Opinions expressed are solely those of SWA unless otherwise noted. Information presented is believed to be sourced from reliable outlets, and our firm makes no representations regarding another party's informational accuracy or completeness. Before implementing any information or ideas provided, it's essential to discuss them in detail with an advisor, accountant, or legal counsel.

Non-Affiliate Disclaimers

Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, a Registered Investment Advisor. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of VA, TN, OH, WV, NC, and SC. Cambridge and Stateline Wealth Advisors are not affiliated.

Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS and NFS are Fidelity Investments companies. Fidelity Personal and Workplace Advisors LLC (FPWA) are registered investment advisors. Fidelity and Stateline Wealth Advisors are not affiliated.

FINRA www.finra.org, SIPC www.sipc.com, and FINRA’s BrokerCheck https://brokercheck.finra.org

CFP® Certification

To utilize the CFP® marks, an individual at Stateline Wealth Advisors must complete an advanced, collegiate-level financial planning course in line with CFP Board standards and hold a Bachelor’s degree from an accredited college. The CFP Board’s curriculum covers insurance planning, risk management, employee benefits, investment, income tax, retirement, and estate planning. Additionally, individuals must pass the rigorous CFP® certification exam, possess a minimum of 3 years of full-time financial planning-related experience, and commit to the CFP Board’s professional conduct standards. CFP® professionals at Stateline Wealth Advisors renew their commitment every 2 years through 30 hours of continuing education.

CPWA® Certification

Earning the CPWA® designation signifies completing an advanced program focused on private wealth management. This entails comprehensive education in areas such as wealth transfer, tax planning, risk management, and investment strategies. CPWA® professionals must successfully pass a demanding certification exam, demonstrating their commitment to upholding the highest standards of professional conduct. To stay current, CPWA® holders engage in ongoing education and renewal processes.

Questions or Concerns?

For any inquiries or concerns regarding information on this page, please reach out to us at contact@statelinewealth.com.