Legal Disclosures
About Uplevel Wealth
Uplevel Wealth, LLC (“Uplevel”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”) and located in Portland, Oregon. Registration with the SEC does not imply a certain level of skill or training. The information contained on this website has not been approved or verified by the SEC or by any state securities authority. Additional information regarding Uplevel, including our current Form ADV Part 2A (Firm Brochure) and Form CRS (Client Relationship Summary), is available through the SEC’s Investment Adviser Public Disclosure (“IAPD”) website at https://adviserinfo.sec.gov.
Although this website may be viewed by residents of all states, Uplevel only transacts business in jurisdictions where it is properly notice-filed, exempt from notice filing, or otherwise permitted to conduct business under applicable law.
Website Content
Uplevel’s website is limited to the dissemination of general information regarding its investment advisory services, together with access to additional investment-related information, publications, commentary, educational resources, and links.
Accordingly, the publication of this website should not be construed by any consumer or prospective client as Uplevel’s solicitation to effect, or attempt to effect, transactions in securities, or as the rendering of personalized investment advice for compensation over the Internet.
Nothing contained on this website should be construed as personalized investment advice, nor should it be interpreted as legal, tax, or accounting advice, or as an offer to buy or sell any security or investment advisory service.
Advisory services are provided only pursuant to a written advisory agreement after Uplevel has determined that the engagement is appropriate and after all applicable legal and regulatory requirements have been satisfied.
Any subsequent direct communication by Uplevel with a prospective client shall be conducted in accordance with applicable federal and state securities laws and any applicable notice-filing or other regulatory requirements.
Educational Content, Blogs & Commentary
Certain portions of this website, including newsletters, blog posts, articles, market commentary, videos, downloadable resources, calculators, and other educational materials, may contain discussions regarding investment strategies, financial planning concepts, or opinions as of a specific prior date.
Due to changing market conditions, economic conditions, interest rates, tax laws, and other factors, such information may no longer reflect Uplevel’s current views or recommendations.
Accordingly, no client or prospective client should assume that any discussion or information contained on this website serves as the receipt of, or a substitute for, personalized investment advice from Uplevel or any other investment professional.
Uplevel is neither a law firm nor an accounting firm. Accordingly, no portion of this website should be construed as legal, accounting, or tax advice. Visitors should consult with their own legal, tax, and accounting professionals regarding their individual circumstances before implementing any financial strategy.
Investment Risks
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 Uplevel, will be profitable or equal any historical performance.
Past performance is not indicative of future results.
It should not be assumed that recommendations made in the future will be profitable or will equal the performance of recommendations made in the past.
Any examples, illustrations, hypothetical scenarios, or market commentary contained on this website are provided solely for educational purposes and should not be interpreted as guarantees of future performance or investment success.
Every investor’s circumstances, objectives, investment horizon, and tolerance for risk are unique. No investment strategy is appropriate for every investor.
Third-Party Information & Hyperlinks
Uplevel makes no representations or warranties regarding the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by an unaffiliated third party, whether linked to this website or incorporated herein, and assumes no responsibility therefor.
Links to third-party websites are provided solely for convenience purposes. The inclusion of any hyperlink does not constitute an endorsement, recommendation, or approval by Uplevel of the content, products, services, or opinions expressed by such third parties.
Users who elect to access third-party websites do so entirely at their own risk and should review the terms, privacy policies, and disclosures applicable to those websites.
Communications with Uplevel
Contacting Uplevel through this website, email, telephone, social media, or by scheduling an introductory meeting does not establish an investment advisory relationship.
An advisory relationship is established only after both Uplevel and the client have executed a written investment advisory agreement.
Please do not transmit confidential or sensitive information through this website.
Limitation of Liability
Each client and prospective client agrees, as a condition precedent to his, her, or its access to this website, to release and hold harmless Uplevel, its members, managers, officers, employees, and representatives from any and all adverse consequences resulting from actions or omissions that are independent of the receipt of personalized investment advice from Uplevel.
Nothing contained herein shall be construed as a waiver of any rights or remedies available under applicable federal or state securities laws.
Additional Information
For additional information regarding Uplevel’s qualifications, business practices, services, fees, and disciplinary history (if any), please review our current Form ADV Part 2A and Form CRS, available through the SEC’s Investment Adviser Public Disclosure website.