This site is only intended for clients and interested investors residing in states and countries in which Total Wealth Management, Inc is qualified to conduct investment advisory services.
Total Wealth Management, Inc is a California registered investment adviser located in San Diego, California. Total Wealth Management, Inc may only transact business in those states or countries in which it is registered, or qualifies for an exemption or exclusion from registration requirements. For non-clients of the firm, the website of Total Wealth Management, Inc is limited to the dissemination of general information pertaining to its investment advisory services.
Please contact Total Wealth Management, Inc at (619) 704-1500 to find out if we may conduct advisory business in the state or country where you reside. Accordingly, Total Wealth Management, Inc does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, through this website. Any subsequent, direct communication with a prospective client shall be conducted by a Total Wealth Management, Inc representative who is either registered or qualifies for an exemption or exclusion from registration in the state or country where the prospective client resides.
Investment advisory and financial planning services offered through Total Wealth Management, Inc, a Registered Investment Advisor.
Legal services provided by TWM Legal Group, APC, James Morris, Principal.
Insurance products and services offered through TWM Financial and Insurance Services, Inc. CA Insurance License #0F49788. Any guarantees are based upon the claims paying ability of the insurer. Limitations and surrender charges may apply.
Historical performance does not guarantee future investment results. Clients have experienced various levels of success with Total Wealth Management, Inc. Individual experiences may vary. Investments are not FDIC Insured. There is no bank guarantee. Investments may lose value.
LINKS DISCLOSURE
At certain places on our website we offer direct access or 'links' to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Total Wealth Management, Inc. Total Wealth Management, Inc does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Total Wealth Management, Inc does not necessarily endorse or recommend any commercial product or service described at these websites.