Disclosure

Warranties & Disclaimers

There are no warranties implied.

Investment advisory services are offered through HCO Private Wealth. HCO Private Wealth and Harrison & Company Wealth Management are tradenames owned by Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States.

HCO Private Wealth and HCO Consulting (hereinafter collectively referred to as “HCO”) are brands of Harrison & Company Wealth Management, LLC and registered investment adviser located in Roanoke, VA. HCO may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. HCO’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of HCO’s website on the Internet should not be construed by any consumer and/or prospective client as HCO’s 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 HCO 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. For information pertaining to the registration status of HCO, please contact the state securities regulators for those states in which HCO maintains a registration filing. A copy of HCO’s current written disclosure statement discussing HCO’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from HCO upon written request. HCO 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 HCO’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Case Studies

HCO Private Wealth is a registered investment adviser.  HCO Private Wealth may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Case studies presented are based on actual clients, however, some of the information may have been changed or altered for confidentiality.  These studies are provided for educational purposes only.  Similar, or even positive results, cannot be guaranteed.  Each client has their own unique set of circumstances so products and strategies may not by suitable for all people.  Please consult with a qualified professional before implementing any strategy discussed herein.

No portion of these case studies is to be interpreted as a testimonial or endorsement of the firms’ investment advisory services.

General Disclosure

Readers of the information contained herein should be aware that any action taken by the viewer/reader based on this information is taken at their own risk. This information does not address individual situations and should not be construed or viewed as any type of individual or group recommendation. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal counsel before implementing any securities, investments, or investment strategies discussed. The information contained herein is intended to be used for educational purposes only and is not exhaustive.  Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return.  If applicable, historical discussions and/or opinions are not predictive of future events.  The content is presented in good faith and has been drawn from sources believed to be reliable.

Legal & Tax Notice

This information should not be construed as investment, tax, or legal advice and may not be relied on for the purpose of avoiding any federal tax penalty. This is neither a solicitation nor a recommendation to purchase or sell any investment or insurance product or service and should not be relied on as such.