Brian Raleigh

Investment advisory services offered through Raleigh Capital Management Inc. (CRD #149538) (“RCM”), an investment advisor registered with the United States Securities and Exchange Commission. Registration does not imply any level of skill or training. You can obtain a copy of RCM’s Form ADV Part 2A and Form CRS client relationship summary free of charge by visiting https://adviserinfo.sec.gov/firm/summary/149538. RCM offers investment advisory services only where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement and been provided a copy of the firm’s Form ADV Part 2A and Form CRS.

Certain associated persons of RCM offer securities as a registered representative of Quincy Wells Capital, LLC, member FINRA/SIPC, and receive additional compensation in connection with the sale of securities and other investment products to clients. Insurance products and services are offered by an affiliate of RCM, Raleigh Wealth Solutions Inc. (“RWS”) and will result in the collection of additional compensation by RWS and/or its associated persons. Clients should consider the conflicts of interest created by the foregoing arrangements before buying or selling any securities, investments, or insurance products. Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, or early withdrawal fees, which vary by the issuer. They do not refer, in any way to securities or investment advisory products. You should consider the charges, risks, expenses, and investment objectives carefully before entering a contract.

This material has been prepared for informational purposes only and should not be construed as a solicitation to effect, or attempt to effect, either transactions in securities or the rendering of personalized investment advice. This material is not intended to provide, and should not be relied on for tax, legal, accounting, or other financial advice. RCM and RWS do not provide tax, legal or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. Please contact your RCM advisor if there have been any changes in your financial situation or investment objectives, or if you wish to impose any reasonable restrictions and/or modify any existing restrictions to the management of your accounts.

This material may include links to independent, third-party websites that are not affiliated with or controlled by RCM or RWS. When you follow a link to one of these sites neither RCM nor RWS warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these sites, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Any person or entity that relies on any information obtained from these sites does so at his or her own risk.

Bob Wiese, MBA, CFP®

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