Legal Disclaimer
Important: I am a Ventura and Los Angeles estate planning attorney, but I am not YOUR attorney until and unless we have both signed a written retainer agreement, and you have paid your fees (if any). Submitting information to me via this site does not create an attorney-client relationship. Past performance is no guarantee of future results. The information on this website is not intended to be, and is not, legal advice. Legal advice can only be rendered by an attorney who has been fully retained, after a full analysis of all of the facts applicable to your specific situation.
The following disclosure applies to Ridley Wealth, LLC, a separate wealth-management business, and not to the legal services of Ridley Law:
Neither Asset Allocation nor Diversification guarantee a profit or protect against a loss in a declining market. They are methods used to help manage investment risk. Rebalancing/Reallocating can entail transaction costs and tax consequences that should be considered when determining a rebalancing/reallocation strategy. Client testimonials provided may not represent the experience of other clients and are not a guarantee of future performance or success. Clients of Ridley Wealth have an incentive to promote its services. There was no compensation provided for testimonials. Investment advisory services offered through Integrity Advisory Solutions, LLC ("IAS"), an investment adviser registered with the SEC. Integrity Wealth is a marketing name for IAS. Ridley Wealth, LLC and the above firms are not affiliated.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. For additional information, please contact Spencer at (805) 244-5291 or at spencer@ridleywealth.com. Check the background of this firm on FINRA’s BrokerCheck.