Disclosures, Terms & Conditions

Advisory Services

GoalBridge Wealth Management, LLC provides fee-only investment advisory and financial planning services. Advisory services are offered only to clients or prospective clients where GoalBridge Wealth Management, LLC and its representatives are properly licensed or exempt from licensure.

The information provided on this website is for informational purposes only and should not be construed as personalized investment, legal, or tax advice. Any investment decisions should be made based on an individual’s specific objectives, financial situation, and risk tolerance.

Registration Status

GoalBridge Wealth Management, LLC is a registered investment adviser in the State of Wisconsin. Registration does not imply a certain level of skill or training.

GoalBridge Wealth Management, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

Form ADV Disclosure

Additional information about GoalBridge Wealth Management, LLC, including services, fees, and conflicts of interest, is available in our Form ADV Part 2A. A copy of our Form ADV Part 2A is available upon request.

Fee-Only Compensation

GoalBridge Wealth Management, LLC is a fee-only advisory firm. We do not receive commissions or compensation from the sale of investment or insurance products. Our compensation is based solely on fees paid directly by clients for advisory services.

No Offer or Solicitation

The information contained on this website does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment advisory services. Any such offer may only be made pursuant to a written advisory agreement.

Risk Disclosure

Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. There is no guarantee that any investment strategy or recommendation will achieve its intended objectives.

Third-Party Information and Links

This website may contain links to third-party websites. GoalBridge Wealth Management, LLC does not control, endorse, or assume responsibility for the content, policies, or practices of any third-party websites. The inclusion of any link does not imply endorsement or affiliation.

Educational and Informational Content

Any articles, blog posts, or educational materials published on this website are provided for informational purposes only. The opinions expressed reflect the views of GoalBridge Wealth Management, LLC as of the date published and are subject to change without notice.

Such content should not be interpreted as individualized investment advice or a recommendation to buy or sell any security.

Use of This Website

The content of this website is provided “as is” without warranties of any kind, either express or implied. GoalBridge Wealth Management, LLC, makes no representations or warranties regarding the accuracy, completeness, or timeliness of the information provided.

By using this website, you agree to the terms and limitations described herein.

Electronic Communications

While we strive to maintain website security, electronic communications may not be secure. Please avoid submitting confidential financial information through unsecured email or website forms.

Limitation of Liability

To the fullest extent permitted by law, GoalBridge Wealth Management, LLC shall not be liable for any direct, indirect, incidental, or consequential damages arising out of the use of this website.

All content is provided “as is” without warranties of any kind, either express or implied.

Modifications

We reserve the right to modify these Terms of Use at any time. Continued use of the website constitutes acceptance of any changes.

Governing Law

These Terms of Use shall be governed by the laws of the State of Wisconsin, without regard to conflict of law principles.