2022 Website Disclosure for HighRocks Wealth, LLC
HighRocks Wealth, LLC, is a registered investment adviser registered in the State of New Mexico and is registered or exempt from registration in other states as applicable. HighRocks Wealth, LLC, may only conduct business in states where appropriately registered or exempted from registration.
HighRocks Wealth, LLC, currently serves clients in a number of states and would be pleased to discuss whether it is permissible to work with you given your state of residence or incorporation. The HighRocks Wealth, LLC, website is limited to the dissemination of general information pertaining to its financial planning and advisory services together with access to additional financial planning and investment-related information, publications or links. Accordingly, the publication of this website on the internet should not be construed by any consumer and/or prospective client as HighRocks Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized financial planning or personalized investment advice for compensation, over the internet. Any subsequent, direct communication by HighRocks Wealth, LLC, 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.
HighRocks Wealth, LLC Privacy Policy
HighRocks Wealth, LLC collects personal information provided by current, former, and potential clients in connection with any service, or potential service, provided by HighRocks Wealth, LLC. This includes your contact information, browser information, and information you authorize your accountant, insurance agent, or other advisor to share. I use your information to understand your financial circumstances and goals and to help us work together to meet them. I do not share client information with any third party.
Additionally, this website is hosted by Squarespace. Squarespace collects personal data when you visit this website, including:
Information about your browser, network and device
Web pages you visited prior to coming to this website
Web pages you view while on this website
Your IP address
Squarespace needs the data to run this website, and to protect and improve its platform and services. Squarespace analyzes the data in a de-personalized form.