Disclaimer

Investment Advisory Disclosure

Dovetail Wealth Partners is a registered investment advisor. Information presented on this website is for educational and informational purposes only and does not constitute investment advice, a recommendation, or an offer of any services or products for sale.

No Professional-Client Relationship

The use of this website does not establish a professional-client relationship. All communications with Dovetail Wealth Partners should be made directly through official channels after signing appropriate agreements.

Investment Risks

Investing involves risk, including the potential loss of principal. Past performance does not guarantee future results. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio.

No Guarantees

We do not guarantee or warrant:

• The accuracy, completeness, or timeliness of the information provided
• Any specific investment performance
• The success of any investment strategy
• Protection from investment losses
• Future financial results or success

Third-Party Content

References to third-party content, including linked sites, are provided for informational purposes only and do not constitute endorsements or recommendations.

Market Data

Any market data, news, or other information referenced on this website:

• Is obtained from sources believed to be reliable
• May not be current or accurate
• Should not be relied upon for making investment decisions
• Is subject to change without notice

Professional Advice

The information provided on this website is not intended to replace consultation with qualified professionals. We encourage you to consult with appropriate professional advisors for specific advice tailored to your situation.

Regulatory Compliance

Dovetail Wealth Partners complies with all applicable state and federal securities laws and regulations. Registration as an investment advisor does not imply any level of skill or training.

Forward-Looking Statements

Any forward-looking statements on this website are based on assumptions that may not materialize. Actual results may differ materially from those anticipated.

Geographic Limitations

The information on this website is intended for U.S. residents only. It is not intended for use by residents of any jurisdiction where such use would be contrary to local laws and regulations.

Contact Information

For additional information about our disclosures and business practices, please contact us at:

Dovetail Wealth Partners
1363 Shermer Road, Suite 330
Northbrook, IL 60062
Phone: (262) 729-3103
Email: support@dovetailwp.com