Disclosures

Advisory services offered through Capital Asset Advisory Services, LLC, an SEC registered investment advisor.

Three Sixty Wealth Management does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

"WEALTH ELEVATED” REPORT ACKNOWLEDGEMENT: Wealth Elevated reports are published by the VFO Inner Circle, a global financial concierge group working with affluent individuals and families and is distributed with its permission. Copyright 2019 by AES Nation, LLC. These reports are intended to be used for educational purposes only and do not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. An investment in any security involves significant risks and any investment may lose value. Refer to all risk disclosures related to each security product carefully before investing. Investment advisory services offered through Capital Asset Advisory Services, LLC (CAAS) a SEC Registered Investment Advisor. Jim Dischert, THREE SIXTY Wealth Management and CAAS are not affiliated with AES Nation, LLC. The opinions expressed are those of the author and may not necessarily reflect those of CAAS.

This site is published for residents of the United States only. Investment Advisor Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed. 


CAAS ADV Document