Yahara Wealth Management LLC (“YWM”) is a registered investment adviser regulated by the State of Wisconsin Department of Financial Institutions. Registration as a registered investment adviser does not imply a certain level of skill or training. Additional information about YWM (CRD #168325) and its investment adviser representatives is available at www.adviserinfo.sec.gov.
In addition, please see our Form ADV Part 2 Disclosure Brochure.
This website does not represent an offer of or a solicitation for advisory services in any state or jurisdiction of the United States or any country where YWM is not registered or does not qualify for an exemption or exclusion from registration requirements. For those persons inquiring from states or jurisdictions where YWM is not currently registered or exempt from registration, YWM will not provide advisory services in that state until after the appropriate registration is made in the applicable state.
This website provides general information only about our services and should not be viewed as individualized advice. Please contact us for more detailed information about the services we provide. YWM can only provide individualized services after you sign an agreement and receive required disclosures.
YWM provides advice and makes recommendations based on the specific needs and circumstances of each client. Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece to make decisions.
Investment adviser representatives of YWM are not attorneys or accountants, and no portion of the website content should be interpreted as legal, accounting or tax advice. Please consult your legal or tax professionals for assistance with your specific needs.
Please remember that all investments involve varying degrees of risk, and we cannot guarantee that the future performance of any specific investment or investment strategy (including those undertaken or recommended by YWM), will be profitable or equal to any historical performance.
This website contains a link to another website owned and operated by YWM, ERDocFinance, that provides financial information, educational courses, articles, resources and other content tailored for emergency room physicians and their specific financial considerations. The website is available to the general public. The content is intended for educational and informational purposes only, and does not constitute investment advice. Some content of the ERDocFinance website may require a subscription or other fee payment, and YWM receives economic benefit from such subscription or fee payments. Clients of YWM are not required to subscribe to or purchase any content from ERDocFinance.
In addition, this website may contain links to other websites, including links to the websites of companies that provide related information, products and services. These external websites are created, published, and maintained by institutions or organizations independent of YWM. These links are included solely for the convenience of visitors to this website, and does not imply an affiliation, sponsorship or endorsement. YWM does not control these external websites and does not guarantee or assume responsibility for the accuracy, completeness, or timeliness of information located at such websites. You should only rely on information obtained from these external websites after verifying its accuracy, completeness, and timeliness.
YWM is committed to protecting the confidentiality of your personal information. However, be aware that the Internet, instant messaging, and email communication may not be secure. YWM cannot guarantee that personal information transmitted through these electronic channels will be secure.
You agree not to, directly or indirectly, attempt to or actually disrupt, impair or interfere with, alter or modify this site or any of its content.
This website includes content that is the intellectual property and proprietary information of YWM. You agree not to modify, reproduce, distribute, sell, or create derivative works based upon the materials on this website without the prior written consent of an authorized representative of YWM. You may not link to this website or display any content found on this website without the prior written consent of YWM.