• This website is a publication of CTMA Wealth Management, LLC. Information

presented is believed to be factual and up-to-date, but we do not guarantee its

accuracy and it should not be regarded as a complete analysis of the subjects

discussed. All expressions of opinion reflect the judgment of the authors as of the

date of publication and are subject to change.

  •  Information on this website does not involve the rendering of personalized

investment advice. A professional adviser should be consulted before

implementing any of the strategies presented. Content should not be construed

as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities

mentioned herein.

  •  Hyperlinks on this website are provided as a convenience and we disclaim any

responsibility for information, services or products found on websites linked


  •  CTMA Wealth Management, LLC is registered as an investment adviser and

only transacts business in states where it is properly registered, or is excluded or

exempted from registration requirements. Registration as an investment adviser

does not constitute an endorsement of the firm by securities regulators nor does it

indicate that the adviser has attained a particular level of skill or ability.

  • Past performance may not be indicative of future results. All investment

strategies have the potential for profit or loss. Different types of investments

involve varying degrees of risk, and there can be no assurance that any specific

investment or strategy will be suitable or profitable for a client’s portfolio.

  • Historical performance results for investment indexes and/or categories, generally

do not reflect the deduction of transaction and/or custodial charges or the

deduction of an investment-management fee, the incurrence of which would have

the effect of decreasing historical performance results. There are no assurances

that a portfolio will match or outperform any particular benchmark.

  • CTMA Wealth Management, LLC is not engaged in the practice of law or

accounting. Always consult an attorney or tax professional regarding your

specific legal or tax situation.