Legal Disclaimer

The WN Group is dba of Wealth Navigation, LLC, a registered investment advisor located in Centerville, Utah. Insurance products are offered through WN Insurance Group, LLC. The WN Group and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by the Securities Exchange Commission. The WN Group may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its diversified services. Accordingly, the publication of this website should not be construed by any consumer and/or prospective client as The WN Group’s solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment or tax advice for compensation, over the Internet. Any subsequent direct communication by The WN Group with a prospective client shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of The WN Group, please contact the Securities Exchange Commission or the state securities law administrators for those states in which The WN Group maintains a notice filing. The WN Group’s current written disclosure statement, discussing The WN Group’s business operations, services and fees, is available from The WN Group upon request. It is mailed to prospective clients who request information regarding the services and fees at The WN Group. The WN Group does 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 this website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for the purposes of convenience only and all users thereof should be guided accordingly. 

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended by The WN Group) or product made reference to directly or indirectly by The WN Group in its website, or indirectly via a link to an unaffiliated third-party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, The WN Group (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer reflect current position(s) and/or recommendation(s). 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 WN Group, or from any other investment, tax or financial professional. The WN Group is neither an attorney nor accountant, and no portion of the website content should be interpreted as legal or accounting advice. The WN Group recommends clients and prospective clients consult their tax professionals before enacting strategy or recommendations perceived to have been made in this website.

To ensure compliance with requirements imposed by the IRS, we inform you that (i) any U.S. tax advice contained in this communication is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code (ii) and any such tax advice is written in connection with the promotion or marketing of the matters addressed. You should seek advice based on your particular circumstances from an independent tax advisor. To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to The WN Group’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or substitute for, personalized individual advice from The WN Group or from any other investment, tax, or financial professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to The WN Group’s website, to release and hold harmless The WN Group, 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 WN Group.