Compliance Disclosure

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wealthscape Advisors, LLC. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in  detail with your individual advisor prior to implementation.

This site provides links to other websites for the convenience of our users. Wealthscape Advisors, LLC has no control over the accuracy or content of these other websites.


Wealthscape Advisors, LLC and its representatives may only transact business in a particular state after licensure or satisfying qualification requirements of that state are met, or only if they are excluded or exempted from the  state’s investment adviser and its representatives requirements, as the case may be;

•   Follow-up, individualized responses to consumers in a particular state by the investment adviser or its representatives involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state’s investment adviser or investment adviser representative requirements, or pursuant to an applicable state exemption or exclusion.

•   For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, or their representatives, a consumer should contact his or her state securities law administrator.

Fee-only financial planning and investment advisory services are offered through Wealthscape Advisors, LLC a registered investment advisory firm in the state of California. The presence of this web site on the Internet shall in  no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory  services to any residents of any state other than the state of  California or where otherwise legally permitted. We are legally empowered to provide investment advisory services to residents of  California and certain other states.


Wealthscape Advisors, LLC collects non-public personal financial information about its clients from the following sources:
•   Information clients or their legal agent provide to complete their financial plan;
•   Information clients provide in agreements, account applications, and other documents completed in connection with opening and maintenance of accounts;
•   Information clients provide orally; and
•   Information received from third parties, such as brokerage firms or custodians, about client transactions.

Wealthscape Advisors, LLC does not disclose non-public personal information about clients to anyone, except in the following circumstances:
•   When required to provide services clients have requested;
•   When clients specifically authorize the Firm to do so in writing; or
•   When permitted or required by law.

To ensure security and confidentiality, Wealthscape Advisors, LLC maintains physical, electronic, and procedural safeguards to protect the privacy of its clients.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED
FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to
individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


All rights reserved. All material contained herein is copyright protected and may not be reproduced in any manner  without the express written permission of the copyright owner. Certain text and articles and logos as indicated, or: ©2018 Wealthscape Advisors