Legal & Disclosures

Disclosure Information

HDQ Wealth (“HDQW”) is a state registered investment adviser with its principal place of business in the State of Missouri. Registration of an investment adviser does not imply a certain level of skill or training. HDQW is in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which HDQW maintains clients. HDQW may only transact business in those states in which it is registered or qualifies for an exemption from registration requirements. Any subsequent, direct communication by HDQW with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption from registration in the state where the prospective client resides.

This website contains information regarding HDQW and its affiliates. HDQW does not provide all services listed on this site. Some services are provided by affiliates and are subject to additional fees. This website is limited to the dissemination of general information pertaining to investment advisory/management services provided by HDQW and its affiliates. The information contained herein should not be construed as personalized investment, legal, tax, or insurance advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy.

Alternative investments encompass a broad array of strategies, each with its own unique return and risk characteristics that must be considered on a case-specific basis.

For additional information about HDQW or its affiliates, including fees and services provided, please contact us or refer to our Form ADV Part 2 Brochure disclosure statement. Please read the disclosure statement carefully before you invest or send money. To read our disclosure statement, please click the following link:

HDQ Wealth Form ADV

HDQ Wealth Part 2

General Disclaimer

Information included on this website may include statements concerning financial market trends and/or individual stocks, and are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Historic market trends are not reliable indicators of actual future market behavior or future performance of any particular investment which may differ materially, and should not be relied upon as such. The investment strategy and broad themes discussed herein may be unsuitable for prospective or current clients depending on their specific investment objectives and financial situation. Information contained in the material has been obtained from sources believed to be reliable, but not guaranteed. You should note that the materials are provided “as is” without any express or implied warranties. Past performance is not a guarantee of future results. All investments involve a degree of risk, including the risk of loss. Links to appearances and articles by HDQW and its affiliates, members, officers, employees, whether in the press, on television or otherwise, are provided for informational purposes only and in no way should be considered a recommendation of any particular investment product, vehicle, service or instrument, or the rendering of investment advice, which must always be evaluated by a prospective client in consultation with his or her own wealth advisor and in light of his or her own circumstances, including but not limited to the client’s investment horizon and risk tolerance. Views represented are subject to change at the sole discretion of HDQW. HDQW does not undertake to advise you of any changes in the views expressed herein.

Copyrights and Trademarks

A. No person is authorized to use, copy or distribute any portion of the website, including related graphics. B. HDQW and other trademarks and/or service marks (including logos and designs) found on the website are trademarks/service marks that identify HDQW and the goods and/or services provided by HDQW. Such marks may not be used under any circumstances without the prior written authorization of HDQW.

Links to Third-Party Websites – HDQW may provide hyperlinks to third-party websites as a convenience to users of the website. HDQW does not control third-party websites and is not responsible for the contents of any linked-to, third-party websites or any hyperlink in a linked-to website. HDQW does not endorse, recommend or approve any third-party website hyperlinked from the website. HDQW will have no liability to any entity for the content or use of the content available through such hyperlink. By using this website, you acknowledge that you have read and understand the foregoing disclaimers and release HDQW and its affiliates, members, officers, employees and agents from any and all liability whatsoever relating to your use of this site, any such links, or any information contained herein or in any such appearances or articles (whether accessed through such links or downloaded directly from this website).

HDQ Wealth LLC "HDQW" is a state registered investment advisor and provides asset management and related investment advisory services for clients nationally. HDQW will file and maintain all applicable registrations as required by the state securities regulators and/or the U.S. Securities and Exchange Commission (“SEC”), as applicable. HDQW renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. The material contained herein has been prepared from sources and data we believe to be reliable, but we make no guarantee as to its accuracy or completeness. The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product. This material is not to be construed as providing investment advice in any jurisdiction where such offers or solicitation would be illegal. This material is not to be construed as specific investment advice or recommendations for you, which can only be provided after a careful evaluation of your circumstances, investment objectives, risk tolerance, and other factors relevant to your investment needs. You should be aware that investments can fluctuate in price, value and/or income, and your investments may lose value. Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative. Past performance is not a guarantee of future results. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Clients should seek the advice of an accountant or Certified Public Accountant (CPA).

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

HDQ Wealth LLC will provide all prospective clients with a copy of our current Brochure and Brochure Supplement prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

If you have any questions regarding Compliance and Regulatory information, please email info@hdqwealth.com

Videos presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.

Vides by Joseph A Elo, Kelly Lacy, Pressmaster, Rafael Moura, Taryn Elliot and Zlatin Georgiev from Pexels.

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