Advisory services offered through HBK Sorce Advisory LLC, d.b.a. HBKS Wealth Advisors, an SEC registered investment adviser principally located in Erie, Pennsylvania. The company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels.
Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.
Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results.
Investment adviser representatives may be registered representatives of a broker-dealer and or licensed insurance agents and may recommend insurance products and earn commissions for selling or servicing various insurance or investment products.
This website is provided as a service of HBKS Wealth Advisors (“The Firm”). By accessing The Firm’s website, you agree to the following terms and conditions:
REGISTRATION: The Firm is a Registered Investment Advisor (“RIA”). A copy of The Firm’s disclosure brochure is provided to all clients and prospective clients.
NO OFFER: Nothing on this website should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. The Firm does not render or offer to render personalized investment advice or financial planning advice through its website. The Firm’s specific advice is given only within the context of our contractual agreements with each client. The Firm’s website is limited to the dissemination of general information about The Firm’s service offerings, and provides an alternative method for prospective clients to learn more about The Firm, and contact The Firm. Advice may only be rendered after the delivery of the Firm’s disclosure brochure, the execution of an investment advisory and/or financial planning agreement by the client and the advisor.
NO RELIANCE: While The Firm uses reasonable efforts to obtain information from sources which it believes to be reliable, The Firm makes no representation that the information or opinions contained on The Firm’s website is accurate, reliable or complete. The information and opinions contained in The Firm’s website are provided by The Firm for personal use and informational purposes only and are subject to change without notice. Nothing contained on The Firm’s website constitutes investment, financial, legal, tax or other advice nor is to be relied on in making an investment or other decision. The Firm’s specific advice is given only within the context of our contractual agreements with each client.
LINKED WEBSITES: When you access certain links on The Firm’s website you may leave The Firm’s website. The Firm does not endorse the content of such websites nor the products, services or other items offered through such websites. Any links to other sites are not intended as referrals or endorsements but are merely provided to the users of The Firm’s website for convenience and informational purposes.
DOWNLOADED MATERIAL FROM WEBSITE: You may download or print out a hard copy of individual pages and/or sections of The Firm’s website, and files made available for download, provided that you do not remove any logos or other proprietary notices. Any downloading or otherwise copying from The Firm’s website will not transfer title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose The Firm’s website without the prior written permission of HBKS Wealth Advisors. Your use of any economic calculator or similar device contained in or linked to HBKS Wealth Advisors’ website should not be construed as the receipt of, or substitute for, personalized investment advice from The Firm or any investment professional.
HOLD HARMLESS: You agree, as a condition precedent to your access to HBKS Wealth Advisors’ website, to release and hold harmless HBKS Wealth Advisors, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of your actions and/or omissions which are independent of your receipt of personalized individual advice from HBKS Wealth Advisors.