Tailored Tax and Wealth, LLC is a Registered Investment Advisor offering advisory services in the state of Colorado and in other jurisdictions where exempt from registration. Please note that the term "registered investment adviser" and description of our firm and/or our associates as "registered" does not imply a certain level of skill or training. The information throughout this website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Readers should conduct their own review and exercise judgment prior to investing and should carefully consider their own investment objectives to make a decision. No investment or tax advice may be rendered by Tailored Tax and Wealth, LLC unless a client service agreement is in place. Tailored Tax and Wealth, LLC does not provide legal advice, and nothing in this website shall be construed as legal advice. For more information on our firm and our advisers, please see the latest Form ADV and Part 2 Brochures here: Form ADV. Our Privacy Policy is available here: Privacy Policy.

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