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Happy New Year!

by Joel Taylor | Jan 5, 2021 | Social Media | 0 comments

Happy New Year from Inflection Wealth Management! See how we can help you reassess your financial goals and objectives and build confidence that YOUR best financial interests are supported as we embark upon a fresh new year!

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Our Team

CALL US TODAY!
(425) 215-1000

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Our Location

Inflection Wealth Management

Phone:
(425) 215-1000

Address:
15117 Main St Ste 207A
Mill Creek, WA 98012-9035

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website. Check the background of our representatives on FINRA’s BrokerCheck

Thrivent Advisor Network Privacy Policy
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Disclosures

Inflection Wealth Management often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. We make every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send us private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. If you have received an email from us in error, we ask that you contact the sender and destroy the email and its contents.

Inflection Wealth Management does not accept trading or money movement instructions via email.

Advisory Persons of Thrivent provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Inflection Wealth Management and Thrivent Advisor Network, LLC are not affiliated companies.

Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “TAN”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures (Form ADV Part 2A and 2A Appendix 1 brochures) for a full description of services, fees and expenses, available at Thriventadvisornetwork.com. Thrivent Advisor Network, LLC financial advisors may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons. Advisory Persons of TAN provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Inflection Wealth Management and Thrivent Advisor Network, LLC are not affiliated companies. Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and Inflection Wealth Management are not affiliated companies.

If you have any questions regarding our email policies, please Contact us at info@inflectionwealth.com

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