Website Disclosures – Pinafore Wealth Counsel 

Pinafore Wealth Counsel is registered as an investment adviser with the Securities and Exchange Commission (SEC), and only transacts business in states where it is properly notice filed, or is excluded or exempted from such requirements. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability.

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. You should consult with a professional advisor before implementing any strategies discussed.

Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell any particular securities.

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.

Images and photographs are included for the sole purpose of visually enhancing the website, and should not be construed as an endorsement or testimonial from any of the persons in the image or photograph.

Pinafore Wealth Counsel is not engaged in the practice of law or accounting. Always discuss specific legal or tax issues with your attorney or accountant.

Newsletters were prepared by Broadridge Investor Communication Solutions, Inc., a third-party content provider that is unaffiliated with Pinafore Wealth Counsel. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards™ initial and ongoing certification requirements. The CeFT® designation is owned by the Financial Transitionist Institute. A Financial Transitionist® is a professional with an established career in the financial services industry who recognizes the importance and the power of the personal side of money and the unique challenges of transitions. Financial Transitionists® have a rich and comprehensive understanding of how people subjectively experience change and are able to co-create their highest outcomes with them.