Wheelhouse Advisory Group, LLC (“Wheelhouse”) is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.  Registration does not imply a certain level of skill or training.

The company profile on our Social Media is for informational purposes only and its contents should not be construed as a recommendation. The information on our social media sites alone cannot, and should not, be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment. Past performance of investments is no indication of future results.

Tax and estate planning information found on our social media sites is general in nature and not intended to be a substitute for specific individualized advice and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Third-party posts that appear on our social media sites have not been reviewed or approved by Wheelhouse Advisory Group, LLC for completeness or accuracy.  Additionally, it should be noted the information that has been posted by third-parties does not necessarily reflect the views or opinions of Wheelhouse Advisory Group, LLC or its advisors.  Some third-party posts may be reviews or testimonials.  Wheelhouse Advisory Group, LLC does not provide compensation for such reviews/testimonials.  Reviews and testimonials may not be representative of the experience of other clients.

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