Guided Wealth Portfolios | Client Brochure

Guided Wealth Portfolios | Brochure

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Monterey Wealth

200 Ashford Center North
Suite 310
Atlanta, GA 30338

Investment advice offered through Monterey Wealth, a Securities and Exchange Commission-registered investment advisor able to provide investment advice in states where it is registered, exempt, or excluded from registration. Content contained herein should not be construed as an offer or solicitation for investment advice or for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided is obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.

Testimonials from clients or endorsements from non-clients were not solicited and not compensated directly or indirectly. No conflicts of interest exist between the advisor and any person providing such testimonial or endorsement.