Client Reviews Policy and Disclosures
Table of Contents
About Our Client Reviews
MY Wealth Management publishes client reviews through Wealthtender, an independent third-party platform. We believe transparency matters, and hearing directly from clients can be helpful for anyone considering working with a financial advisor. This page explains how our reviews process works, what we allow, and the disclosures that apply.
Review Policy
Comments containing any of the following types of content are not suitable for publication and therefore will not appear on our website:
- Libelous, aggressive, abusive, profane, racist, or discriminatory remarks.
- Personally identifiable information that could unintentionally disclose the identity of the reviewer.
- Uninterpretable statements.
- Comments determined to have been submitted by a non-client.
- Comments pertaining only to the review collection tool.
- URLs or links to external websites.
Additionally, because these reviews constitute advertisements under the SEC Marketing Rule, comments may not:
Include statements that would reasonably be likely to cause an untrue or misleading implication or inference concerning a material fact relating to the Adviser.
Discuss potential benefits without fair and balanced treatment of any associated material risks or limitations.
Reference specific investment advice provided by the Adviser in a manner that is not fair and balanced.
Include or discuss investment performance or performance time periods in a manner that is not fair and balanced.
Otherwise be materially misleading.
Review Disclosures
In regard to these testimonials and/or endorsements for MY Wealth Management: (i) the individuals providing the testimonial and/or endorsement are current clients; (ii) the individuals have not been compensated; and (iii) this does not pose any material conflicts of interest on the part of the person giving the testimonial and/or endorsement resulting from the adviser’s relationship with such person. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria. You can view a complete list of all MY Wealth Management reviews on our Wealthtender profile page.
Client Reviews
If you have any questions or concerns about any of the content contained in our ratings & reviews, please email admin@my-wealthmgmt.com to share your concern or request more information.
Similarly, if you have left a comment in the past and would like to edit or remove your comment, please contact us at admin@my-wealthmgmt.com.
