Disclosures
Warranties & Disclaimers
Terms of Use
Visitors to this website are bound by the terms below, which may change without notice. The site may utilize monitoring or tracking technology and by visiting the site you consent to such monitoring. Visitors from outside of the United States are responsible for compliance with any local, national, or international laws that may apply to them. Everspire® makes no warranty regarding the functionality or security of the site or of electronic communications made through the site. Any unauthorized use of the site or of Everspire’s systems is expressly prohibited. The site’s contents (text, images, illustrations, audio or visual resources, etc.) may not be reproduced, published, or reused in any other way without express written consent from Everspire.
No Warranties
The Everspire website provides information and general guidance intended to be useful to website visitors. No warranty regarding accuracy, completeness, suitability, or timeliness is made or implied. Likewise, links to other websites are provided for informational purposes only and do not constitute an endorsement by Everspire of the content.
Registration
Aegis Wealth Group, LLC, dba Everspire, is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Adviser and is located in Salt Lake City, Utah. Everspire and its affiliated persons only conduct business in those states in which it is lawfully registered or exempted from registration. For information regarding registration status, please contact the firm or visit https://adviserinfo.sec.gov/ and search for Everspire or for CRD #222515. A written disclosure statement regarding Everspire’s business operations, services, and fees is available by clicking on the Firm and Wrap Brochure link at the bottom of this page or by visiting the SEC website linked above.
No Solicitation
The Everspire web site is intended to provide general information about the firm’s advisory services and to share investment-related information, publications, and links. The contents of the site should not be construed as a solicitation by Everspire to effect transactions in securities or as the provision of personalized investment, tax, or legal advice in any jurisdiction. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy.
Any subsequent direct communication by Everspire with a prospective client shall be conducted by a representative that is either registered or exempt from registration in the state where the prospective client resides. This website does not constitute a complete description of services. More information about fees and services may be obtained from our firm’s Form ADV and Form CRS.
Limitations of Liability & Suitability
Investments involve risk of loss and are not guaranteed. Past returns are not a guarantee of future investment results. The materials on this website are general in nature and may not be suitable for your individual facts and circumstances.
Legal Venue
Use of the site and the terms of this disclaimer are governed by Utah State law. Any action related to the site or these terms must be brought in state or federal court located in the State of Utah.
Insurance Offerings
Insurance products and services are offered and sold through M. H. LeBlang, Inc. (/dba MHL Investments) and individually licensed and appointed insurance agents.
Contact
If you have any questions about these Warranties and Disclaimers, you can contact us:
By email: hello@everspire.com
Warranties & Disclaimers
General Information
Synchrony Wealth Management is a marketing name (DBA) used by financial professionals. Synchrony Wealth Management itself is not registered with the SEC, FINRA, or any state securities authority, and it does not provide securities or investment advisory services.
Securities are offered through MHL Investments, a broker-dealer registered with FINRA and a member FINRA/SIPC.
Advisory services are offered through Aegis Wealth Group LLC (Everspire), an SEC-registered investment adviser.
Insurance services are offered through M.H. LeBlang, Inc. Insurance Services (CA Insurance License 0M32052).
TomiPlan Relationship Disclosure
Some financial professionals who are investment adviser representatives of Aegis Wealth Group LLC (Everspire) and operate under the Synchrony Wealth Management name also contribute to TomiPlan’s financial planning process.
These professionals receive flat-fee compensation from TomiPlan for their planning work. These payments are:
Not tied to assets under management (AUM),
Not tied to commissions or investment product sales,
Not tied to client referrals, introductions, or marketing activities.
This arrangement does not change TomiPlan’s role as a non-securities financial planning provider. All securities-related recommendations must come from your registered advisor at MHL Investments or Aegis Wealth Group (Everspire).
Important Disclosures
No Offer or Solicitation
Information on this site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy securities or advisory services in any jurisdiction where such offer, solicitation, or distribution would be unlawful.
Investment Risks
Investing involves risks, including the possible loss of principal. Past performance does not guarantee future results. Diversification does not assure a profit or protect against loss in declining markets.
Tax and Legal Disclaimer
Synchrony Wealth Management, MHL Investments, and Aegis Wealth Group (Everspire) do not provide tax or legal advice. Clients should consult with their professional tax advisor or attorney regarding their specific circumstances.
Customer Relationship Summary (Form CRS)
A summary of our services, fees, conflicts of interest, and disciplinary history is available in our Customer Relationship Summaries (Form CRS):
· MHL Form CRS
· Aegis Form CRS
· SIPC Coverage
Securities in accounts carried by MHL Investments are protected up to applicable limits by the Securities Investor Protection Corporation (SIPC). Learn more at www.sipc.org.
Registration Disclaimer
Registration with the SEC, FINRA, or any state securities authority does not imply a certain level of skill or training.
