Financial planning and investment advisory services are offered through Change Path, LLC. Change Path, LLC is an SEC-registered investment adviser. Change Path, LLC and its representatives are in compliance with the current filing requirements imposed upon registered investment advisers.
IMPORTANT REGULATORY DOCUMENTS
ChangePath Form ADV Part 2A • Richard Eddy Form ADV Part 2B • ChangePath Form CRS • ChangePath Privacy Notice
These documents are provided here for convenience. Digital or printed copies are available on request.
Website Disclosures
All written content on this site is for informational purposes only. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. Nothing contained herein shall be construed to imply the existence of an advisory relationship between website visitors and representatives of CONA Wealth LLC or Change Path, LLC . Any information and/or ideas presented should be discussed in detail with your individual advisor prior to implementation.
The content on this website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional financial and investment-related information, publications, and links. Accordingly, the publication of this website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by CONA Wealth LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
CONA Wealth LLC 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 therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments and investment strategies involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by CONA Wealth LLC) will be profitable or equal any historical performance level(s).
Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, CONA Wealth LLC’s (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 be reflective of 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 CONA Wealth LLC or from any other investment professional. CONA Wealth is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting, or tax advice.
Each client and prospective client agrees, as a condition precedent to his/her/its access to this website, to release and hold harmless CONA Wealth LLC, 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 CONA Wealth LLC.