Cordatus Wealth Management, LLC (“Cordatus Wealth Management” or the “firm”) is an SEC-registered investment adviser with its principal place of business located in the Commonwealth of Pennsylvania. The firm and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers. Cordatus Wealth Management may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. This website is limited to the dissemination of general information pertaining to the firm’s investment advisory services. For information pertaining to the registration status of the firm, please contact the SEC on its website at www.adviserinfo.sec.gov. A copy of the firm’s current written disclosure brochure discussing the firm’s business operations, services and fees is available from Cordatus Wealth Management upon request. There is no guarantee that the views and opinions set forth herein will come to pass.
The Cordatus Wealth Management website is limited to the dissemination of general information pertaining to its Advisors’ services, together with access to additional investment-related information, publications and links. Accordingly, the publication of the Cordatus Wealth Management website on the Internet should not be construed by any consumer and/or prospective client as Cordatus Wealth Management’ 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 Cordatus Wealth Management 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. A copy of Cordatus Wealth Management’s current written disclosure statement discussing Cordatus Wealth Management’s business operations, services and fees is available from Cordatus Wealth Management upon written request. Cordatus Wealth Management 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 the Cordatus Wealth Management website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.
Securities offered through Prospera Financial Services, Member FINRA/SIPC. Advisory Services offered through Cordatus Wealth Management, LLC. Prospera Financial Services and Cordatus Wealth Management, LLC are not affiliated companies. Brokerage and Advisory accounts carried by First Clearing, an affiliate of Wells Fargo and Company.
Please remember that different types of investments 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 Cordatus Wealth Management), will be profitable or equal any historical performance level(s).
Certain portions of the Cordatus Wealth Management website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Cordatus Wealth Management’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 Cordatus Wealth Management or from any other investment professional. Cordatus Wealth Management is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Cordatus Wealth Management is engaged, or continues to be engaged, to provide investment Advisor services, nor should it be construed as a current or past endorsement of Cordatus Wealth Management by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Cordatus Wealth Management 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 a substitute for, personalized individual advice from Cordatus Wealth Management, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to the Cordatus Wealth Management website, to release and hold harmless Cordatus Wealth Management, 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 Cordatus Wealth Management.
This website is provided for informational purposes only. Investing involves risk and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. No portion of any statement included herein is to be construed as a solicitation to buy or sell a security or the rendering of personalized investment advice over the Internet. Cordatus Wealth Management is an SEC registered investment advisor that maintains a principal place of business in the Commonwealth of Pennsylvania. The firm may transact business only in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Cordatus Wealth Management registration status and business operations, please consult the Firm’s Form ADV disclosure documents, available upon request.