Disclosures


Kolb Wealth Management, LLC. is a Registered Investment Advisor (“RIA”), registered in the State of Rhode Island. Kolb Wealth Management, LLC. provides asset management and related services for clients nationally. Kolb Wealth Management, LLC. will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission (“SEC”), as applicable. Kolb Wealth Management, LLC. renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about Kolb Wealth Management, LLC. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. Kolb Wealth Management, LLC. does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

Kolb Wealth Management, LLC. will provide all prospective clients with a copy of our current Form ADV, Part 2 (“Brochure”)  prior to commencing an Advisory relationship. Existing clients will receive a copy on an annual basis. However, at any time, you can view our current Form ADV, Part 2 on our web site. In addition, you can Contact Us to request a hardcopy.

If you have any questions regarding Compliance and Regulatory information, please Contact Us.

© Copyright 2017 - Kolb Wealth Management, LLC. is a Registered Investment Advisor, registered in the State of Rhode Island.