Warranties & Disclaimers

There are no warranties implied.

First Oak Wealth Management, LLC (“First Oak”) is a registered investment adviser located in Raleigh, NC. First Oak may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. First Oak’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of First Oak’s web site on the Internet should not be construed by any consumer and/or prospective client as First Oak’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by First Oak 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. For information pertaining to the registration status of First Oak, please contact the state securities regulators for those states in which First Oak maintains a registration filing. A copy of First Oak’s current written disclosure statement discussing First Oak’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from First Oak upon written request. Please see our Privacy page for information regarding First Oak’s Privacy Policies. A copy of First Oak’s Privacy Policy is available upon written request.

First Oak does not assume any obligation to update the information and data on this website and does not guarantee that it is accurate, current, valid, complete or suitable for any particular purpose. First Oak does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to First Oak’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and informational purposes only.

Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

First Oak is not a law firm or tax firm and does not provide legal or tax advice.