Disclosures

The Financial Advisors at Trinity Strategic Wealth are SEC registered investment advisers.  SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  The financial advisors of Trinity Strategic Wealth may only transact business in those states in which they are registered, or qualifies for an exemption or exclusion from registration requirements.  Trinity Strategic Wealth website www.trinitystrategicwealth.com (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.  Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Trinity Strategic Wealth's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by Trinity Strategic Wealth with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

The Financial Advisors at Trinity Strategic Wealth do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Website or incorporated herein, and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Certain portions of the Website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, The Financial Advisors at Trinity Strategic Wealth (and those of other investment and non-investment professionals) positions and/or opinions as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current positions and/or opinions.  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from The Financial Advisors at Trinity Strategic Wealth, or from any other investment professional.  The Financial Advisors at Trinity Strategic Wealth are neither attorneys nor accountants, and no portion of the Website content should be interpreted as legal, accounting or tax advice.  

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Website, to release and hold harmless The Financial Advisors at Trinity Strategic Wealth, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from The Financial Advisors at Trinity Strategic Wealth.

Personnel of Trinity Strategic Wealth hold the designations or educational experience referenced in the Website.  In addition, The Financial Advisors at Trinity Strategic Wealth are members of certain organizations referenced in the Website.  You may request a copy of the Brochure Supplements for the personnel of Trinity Strategic Wealth for additional information regarding the education, business experience and professional designations of the investment adviser representatives of Trinity Strategic Wealth.

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Trinity Strategic Wealth does not buy or sell securities and does not receive any compensation for securities transactions in any client account, other than the investment advisory fees noted above. However, certain representatives of Trinity Strategic Wealth are also registered representatives with Cabot Lodge. Cabot Lodge is a registered broker-dealer and member of FINRA. In this capacity, such representatives of Trinity Strategic Wealth offer securities or alternative investments and receive normal and customary fees or commissions as a result of these transactions. In addition, these individuals receive additional ongoing 12b-1 fees for mutual fund purchases from the mutual fund company during the period that the client maintains the mutual fund investment. As a result of this relationship, Cabot Lodge has access to certain confidential information (e.g., financial information, investment objectives, transactions and holdings) about clients, even if a client does not establish an account through Cabot Lodge. If you would like a copy of the Cabot Lodge privacy policy, please contact Trinity Strategic Wealth. Clients should be aware that the receipt of additional compensation itself creates an inherent conflict of interest, and may affect the judgment of these individuals when making recommendations. Trinity Strategic Wealth and Cabot Lodge are separate, nonaffiliated entities. Nevertheless, to the extent that a Trinity Strategic Wealth representative recommends the purchase of securities or other investment products where the representative receives commissions for doing so, a conflict of interest exists because the representative is incentivized to make recommendations based on the compensation received rather than on a client’s needs. Trinity Strategic Wealth has adopted certain procedures designed to mitigate the effects of this conflict. As part of Trinity Strategic Wealth’ fiduciary duty to clients, Trinity Strategic Wealth and its representatives endeavor at all times to put the interests of clients first, and recommendations will only be made to the extent that they are reasonably believed to be in the best interests of clients. Additionally, the conflicts presented by this relationship are disclosed to clients through this brochure, client agreement and/or verbally prior to or at the time of entering into an Agreement. Clients are not obligated to implement recommended transactions through any Trinity Strategic Wealth representative or any particular broker-dealer. Clients have the option to purchase any recommended investment through broker-dealers other than Cabot Lodge. Trinity Strategic Wealth clients should understand that lower fees and/or commissions for comparable services may be available from other broker-dealers.

Advisory services offered by Tulsa Wealth Advisors, Inc., dba Trinity Strategic Wealth — SEC registered.
Securities offered through Cabot Lodge Securities, LLC — Member FINRA / SIPC, 425 N. Martingale Rd, Suite 1220, Schaumburg, IL 60173
Parkway Wealth Management Group, LLC is not controlled by or a subsidiary of Cabot Lodge Securities, LLC