This website is a publication of Pinafore Wealth Counsel Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Information on this website does not involve the rendering of personalized investment advice. Certain content is provided by a third-party provider. Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned. All investment strategies have the potential for profit or loss. Past performance does not ensure future investment success.
Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.
Pinafore Wealth Counsel Inc. is registered as an investment adviser with the State of North Carolina, and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by any regulatory authority nor does it indicate that the adviser has attained a particular level of skill or ability. The firm is not engaged in the practice of law or accounting.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Newsletters were prepared by Broadridge Investor Communication Solutions, Inc., a third-party provider that is unaffiliated with Pinafore Wealth Counsel Inc.
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 Board’s 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.
TD Ameritrade, Inc., is the firm that Pinafore engages to custody our client assets. TD Ameritrade and Pinafore Wealth Counsel Inc. are separate and unaffiliated firms and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor, and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc., and The Toronto-Dominion Bank. Used with permission.