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Ziad Wehbe, CRPS®, APMA®

Do You Know Who Your Beneficiaries Are?

Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

Investment advisory services offered through Balfour Capital, LLC, a Registered Investment Adviser. Balfour Capital, LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Balfour Capital, LLC.

IMPORTANT CONSUMER INFORMATION:

An investment adviser or IA rep may only transact business in a state if first registered, or is excluded or exempt from state investment adviser or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of investment adviser or IA rep, a consumer should contact his or her state securities law administrator.

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