DISCLAIMER: FDI Wealth Management, LLC (“FDI” or “The Firm”) is an Investment Adviser registered with the Securities and Exchange Commission (SEC) in the United States.  FDI and its representatives are in full compliance with the current registration mandates imposed on Investment Advisers registered with the SEC and in those states where registration is required. As per the applicable rules, FDI may also transact business in those U.S. states in which it maintains registration or qualifies for a corresponding exemption there from.
The main purpose of this website is the provision of public information regarding FDI’s Investment Advisory services, and is exclusively offered to individuals residing in those states where providing such information is not prohibited by applicable law. This website is in no way a solicitation or an attempt to perform any securities transaction, or the rendering of personalized investment advice. Nothing on this website should be interpreted in any manner whatsoever as a substitute for, or the receipt of, personalized investment advice. Some of the information on this website may not be suitable for everyone and may be derived from external sources that are not affiliated with FDI. While FDI believes these sources to be reputable, the firm makes no representation or guarantee as to the accuracy, timeliness or suitability, completeness or relevance of the information prepared by any unaffiliated third-party, whether linked to the website or referenced herein. All such information is provided for convenience purposes only and all users therefore should be guided accordingly. Any subsequent, direct communication with a prospective client of the firm will be initiated by a representative who is either registered or exempt from registration in the state in which the prospect resides.
Detailed information pertaining to FDI’s qualifications, business operations, fee schedule service offerings can be found in the firm’s disclosure brochure which appears as part 2a of FDI’s Form ADV. Additional information about FDI and FORM CRS, as well as a current version of the firm’s disclosure brochure, is available on the investment advisor public disclosure website which is operated by the U.S. Securities and Exchange Commission, at www.Adviserinfo.Sec.Gov
Access to the firm’s website is provide for information purposes only and without warranties-express or implied-with regard to the accuracy, timeliness or results obtained from any information posted on this website or any third-party website linked hereto.