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Investment Advisory Representative of, and Advisory Services offered through, Portside Wealth Group, LLC (“Portside Wealth”), an SEC Registered Investment Advisor. Portside Wealth and their representatives do not provide tax or legal advice. Each firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability.

Securities offered through Simplicity Investments, Member FINRA/SIPC: 475 Springfield Ave., Suite 1, Summit, NJ 07901 Ph: 303-797-9080. All named entities are unaffiliated.

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