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Disclosure
ADV-Part 3 CRS
ADV Part 2A
Investment advisory services are offered through Vivid Wealth Management, LLC (VWM), a Registered Investment Adviser. Insurance products and services are offered through Vivid Tax & Wealth Advisors, (VTWA), and individually licensed and appointed agents. Tax planning and preparation services are offered through Vivid Tax Center, LLC (VTC). VWM and VTWA do not provide tax or legal advice. VWM, VTWA and VTC are affiliated companies.
© 2024 Vivid Tax & Wealth Advisors. Check the background of our financial professionals on SEC’s Investment Adviser Public Information website – www.adviserinfo.sec.gov
Vivid Tax & Wealth Advisors’ website is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Vivid Tax & Wealth Advisors’ 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. Vivid Tax & Wealth Advisors 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 web site 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.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Nominations for the Des Moines Radio Group’s 2022 Des Moines People’s Choice Awards occurred from 1/9/2023 – 1/20/2023 with public voting from 2/6/2023 – 3/3/2023. Vivid Tax & Wealth Advisors was selected in the following categories: Wealth Management (18 contestants), Customer Service (46 contestants) & Financial Planner (9 contestants). Vivid Tax & Wealth Advisors did not pay to be recognized but has paid a onetime fee to use the award-winning logo for 5 years. The rating and award may not represent the experience of current or potential clients, does not imply special skill or expertise, nor guarantee future performance success or similar services. Investment advisory services are offered through Vivid Wealth Management, LLC (VWM), a Registered Investment Adviser. Insurance products and services are offered through Vivid Tax & Wealth Advisors, (VTWA), and individually licensed and appointed agents. Tax planning and preparation services are offered through Vivid Tax Center, LLC (VTC). VWM and VTWA do not provide tax or legal advice. VWM, VTWA and VTC are affiliated companies.