Non-Affiliation Disclaimer TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Fifth Set Private Wealth Management, and the other entities named are separate and unaffiliated firms and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

Fifth Set Private Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein.

Fifth Set Private Wealth Management throughout this website has provided links to various other websites or video links. While Fifth Set Private Wealth Management believes this information to be current and valuable to its clients, we provide these links on a strictly informational basis only and cannot be held liable for the accuracy, time-sensitive nature, or viability of any information shown on these sites.

Fifth Set Private Wealth Management does not approve or endorse any third-party communications posted on this site and such third-party communications should not be considered a recommendation of Fifth Set Private Wealth Management investment advisory services.

CFA Institute does not endorse, promote or warrant the accuracy or quality of Fifth Set Private Wealth Management, LLC. CFA® and Chartered Financial Analyst® have registered trademarks owned by CFA Institute.