CATALINA WEALTH PARTNERS, LLC | CRD#: 291351 | MARANA, AZ
Catalina Wealth Partners, LLC (“Catalina”or the "Firm") is a state registered investment advisor located in Marana, AZ. Catalina and its representatives are in compliance with the current registration and notice filing requirements imposed upon state registered investment advisors by those states within which the firm maintains clients.
Catalina may only transact business in those states in which it is registered, notice filed or in which it qualifies for an exemption or exclusion from notice filing requirements. Website content is limited to the dissemination of general information regarding investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of website content should not be construed by any consumer and/or prospective client as a solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet.
The content of this website is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Users should consult with appropriate advisors or other professionals before making investment decisions.
Any subsequent direct communication by Catalina with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state in which the prospective client resides. Additional information regarding Catalina is also available on the United States Securities and Exchange Commission’s website at http://www.adviserinfo.sec.gov/.
Disclaimer
The information in this website is based on data gathered from what we believe to be reliable sources. Information throughout this site, whether stock quotes, charts, or any other statement or statements regarding market or other financial information is not guaranteed for timeliness or accuracy and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.
The identification of specific securities and model portfolios is made on the assumption that the investor would participate in the investment or portfolio on a long-term basis (in excess of five years) and only after consulting with their investment advisor to determine their needs financial position and tolerance for risk. With respect to any such identification, there can be no assurance that fund or model portfolio will in fact perform in the manner suggested.
All references that might be made to an investment or portfolio’s performance are based on historical data and one should not assume that this performance will continue in the future. Past performance is not indicative of future results.
The use of any calculator by any client or prospective client, is not and should not be construed, in any manner whatsoever, as the receipt of, or substitute for personalized individual advice from Catalina.
Some of the material on the Catalina website is password-protected and access to these areas is restricted to authorized users only. The user in password-protected areas is responsible for any use of the password and maintaining the confidentiality of the password.
Newsletter Article Disclaimer
Our website may contain previous newsletters or articles where specific information may be dated and may no longer reflect the views, opinions and recommendations of Catalina. No client or prospective client should assume that any such discussion serves as a substitute for, or in place of, personalized advice from Catalina.
Blog Disclosure
This blog is provided by Catalina Wealth Partners, LLC ("Catalina"or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of this blog is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Certain information contained in this presentation is derived from sources that Catalina believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
Catalina is an state registered investment adviser that maintains a principal place of business in the State of Arizona. The Firm may only transact business in those states in which it is registered, notice filed or qualifies for a corresponding exemption from such registration/notice filing requirements. For information about Catalina’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at http://www.adviserinfo.sec.gov/.
Links to other websites
This site may provide links to other websites and resources. Catalina has no control over such websites and resources, Catalina is not responsible for their availability and does not endorse and is not responsible or liable for any content, advertising, products and other materials on or available from them. Catalina shall not be responsible or liable, directly or indirectly, for any damage or loss caused or alleged to be caused with use of such sites or resources. Your use of such sites or resources shall be subject to the terms and conditions set forth by them. All such information is provided solely for convenience and information purposes.
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