Disclosures

Registration

Fiduciary Wealth Partners is an investment adviser registered with the State of California. Registration does not imply a certain level of skill or training, and neither the Securities and Exchange Commission nor any state regulator has approved or endorsed the firm, its services, or this website.

This website is intended only for persons in jurisdictions where the firm is registered or exempt from registration. Nothing on this site is an offer to provide advisory services in any jurisdiction where the firm is not authorized to do so.

Firm brochure (Form ADV)

The firm's public registration record, including its Form ADV brochure, is available at https://adviserinfo.sec.gov/firm/summary/339006 (Firm CRD No. 339006; Blake Edward Fischer, CRD No. 8178157). The brochure describes the firm's services, fees, and conflicts of interest, and is provided to every client before or at the start of an advisory relationship. Educational content only

The content on this website, including the research notes published under Insights, is for general informational and educational purposes only. It is not personalized investment, tax, accounting, or legal advice, and it is not a recommendation, offer, or solicitation to buy or sell any security or to adopt any investment strategy.

Content reflects the author's views as of the date published, may become outdated, and may not be updated. Before acting on anything you read here, consider your own circumstances or consult a qualified professional who knows them.

Investment risk

Investing involves risk, including the possible loss of principal. No investment strategy guarantees results or protects against loss. Past performance does not guarantee future results. Historical and hypothetical figures discussed in research notes are illustrations, not predictions or promises.

No advisory relationship

Visiting this website, subscribing to the research letter, booking an introductory call, or contacting the firm does not create an advisory relationship. An advisory relationship begins only after both you and the firm sign an advisory agreement.

Third-party links and services

This site links to third-party websites and services, including a scheduling page hosted by Google Calendar. The firm does not control these sites and is not responsible for their content, accuracy, security, or privacy practices. Their own terms and privacy policies apply.

Email and website messages

Email and website forms are not secure channels. Please do not send confidential information, account numbers, or time-sensitive instructions through them. The firm never accepts instructions to move money, place trades, or change account details by email or website message.

Questions and complaints

Questions about this website or the firm: blake@wealthfwp.com