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Client Update: Annual Delivery of Disclosure Documents

by Tracy Lesperance | Apr 17, 2025 | Uncategorized

As part of our ongoing commitment to transparency and regulatory compliance, we are providing this annual update to our Form ADV Part 2A and related documents. This brochure includes important information about our firm’s services, fees, investment strategies,...

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    Planning Associates Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Planning Associates Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Planning Associates Wealth Management, LLC unless a client service agreement is in place.

    Planning Associates Wealth Management, LLC is currently registered with the state of Louisiana, and Registered with the state of Texas on a Conditionally Restricted basis.

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