The social media profiles managed by Stapp Wealth Management, PLLC and its associated persons (collectively, "the Firm") are published for educational and informational purposes only.
Not Investment Advice or Solicitation Nothing posted on our social media platforms should be construed as personalized investment, financial, tax, or legal advice. Posts do not constitute a recommendation, offer, or solicitation to buy or sell any security, financial product, or instrument, or to participate in any specific trading strategy.
Accuracy and Market Data While the Firm bases its social media commentary on information deemed reliable, we do not guarantee the accuracy, completeness, or timeliness of any data or opinions presented. Market conditions, economic data, and portfolio positioning are subject to change without notice. Any charts, graphs, or visual aids provided are for illustrative purposes only and should not be relied upon to make investment decisions.
Past Performance and Risk Investing involves risk, including the potential loss of principal. Past performance is no guarantee of future results. No investment strategy can guarantee a profit or protect against loss in declining markets.
Conflicts of Interest The Firm, its employees, and its clients may hold positions (long or short) in the securities, funds, or asset classes mentioned in our social media posts. Our views and portfolio positioning may change without any obligation to update previously published commentary.
Third-Party Content and Engagement
Testimonials and Endorsements In compliance with the SEC Marketing Rule, please do not use our social media platforms to post testimonials or endorsements regarding your experience with the Firm or our advisory services. We may be required to remove such posts to remain compliant with regulatory advertising guidelines.
Direct Messaging Please do not use social media direct messaging (DMs) to request transactions, submit trade orders, or share sensitive personal or financial information. All official business communications, including trade requests, must be directed through official Firm channels.
For complete details regarding our advisory services, fees, and conflicts of interest, please review our Form ADV Part 2A here.
Stapp Wealth Management, PLLC is an SEC registered investment advisor located in Olympia, Washington. Stapp Wealth Management, PLLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person.
Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Stapp Wealth Management, PLLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.