Important disclosures

Financial Planning and Advisory Services offered through Leap Wealth Management, a federally registered investment advisor with the Securities and Exchange Commission. For information pertaining to the registration status of Leap Wealth, please contact the SEC or the state securities law administrators for those states in which Leap Wealth maintains registration or notice filing. Leap Wealth current written disclosure statement (Form ADV Part 2A) discussing Leap Wealth business operations, services, and fees. This website is limited to the dissemination of general information pertaining to its diversified services. Accordingly, the publication of this web site should not be construed by any consumer and/or prospective client as Leap Wealth solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. All statements are current as of the date written and do not constitute an offer or solicitation to any person and any subsequent, direct communication by Leap Wealth 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.

Any research is based on Leap Wealth proprietary research and analysis of global markets and investing. This information was produced by, and the opinions expressed are those of Leap Wealth as of the date of writing and are subject to change. The information and/or analysis presented have been compiled or arrived at from sources believed to be reliable, however Leap Wealth does not make any representation as their accuracy or completeness and does not accept liability for any loss arising from the use hereof. Some internally generated information may be considered theoretical in nature and is subject to inherent limitations associated therein. The information provided by Leap Wealth, or any portion thereof, may not be copied or distributed without Leap Wealth’s prior written approval.

At Leap Wealth, Artificial Intelligence (“AI”) may be used to innovate and enhance services provided to clients. AI can be used strategically in various operations, including marketing. AI tools may assist in drafting and refining marketing content, such as email communications, website copy, blog posts, articles, and newsletters. This allows for the delivery of relevant and informative content more efficiently. Also, AI may personalize your experience with marketing materials, providing targeted information and resources relevant to your investment goals and interests. All AI-generated content undergoes human review and verification before publication or dissemination. The team of qualified professionals at Leap Wealth remains responsible for the accuracy, completeness, and appropriateness of all communications. The extent of AI usage and its benefits will be accurately represented, ensuring a clear understanding of the approach to leveraging this technology and if AI has played a significant role in generating or shaping content, this will be clearly indicated. Importantly, protecting personal and financial information is the utmost priority. To protect client privacy, Leap Wealth employs cybersecurity measures and adheres to data privacy regulations.

Certain portions of this web site (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to positions and/or recommendations provided by Leap Wealth and those of other investment and non-investment professionals, as of specific date or prior. All investments involve risk and past performance does not guarantee future results. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated Leap Wealth. 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 Leap Wealth, or from any other investment, tax, or financial professional. Leap Wealth is neither an attorney nor accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Leap Wealth recommends clients and prospective clients consult their tax professionals before enacting strategy or recommendation perceived to have been made in this web site. Accordingly, any discussion of U.S. tax matters contained herein (including any attachments) is not intended or written to be used, and cannot be used, in connection with the promotion, marketing or recommendation by anyone unaffiliated with Leap Wealth of any of the matters addressed herein or for the purpose of avoiding U.S. tax-related penalties.

Each client and prospective client agree, as a condition precedent to his/her/its access to Leap Wealth website, to release and hold harmless Leap Wealth, its officers, directors, owners, employees, and agents from all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Leap Wealth.