Disclosures
Regulatory status
Ardent Wealth Management is not registered as an investment adviser with the U.S. Securities and Exchange Commission or any state. It does not currently provide investment advice, manage client assets or accept advisory clients. The financial services described on this site are services we are preparing to offer; we will not offer or provide them until we are appropriately registered or exempt from registration.
No offer or advice on this website
This website is for general information only. Nothing on it is an offer to sell, a solicitation to buy or a recommendation of any security, strategy or service, and nothing on it is investment, tax or legal advice.
Risk
All investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Diversification and asset allocation do not ensure a profit or protect against loss. Options and active trading carry additional risks, including rapid and substantial loss, and are not suitable for everyone.
WealthWizard
WealthWizard is software. It displays market data and places orders you initiate in brokerage accounts you own. It does not exercise discretion over your accounts, and using it does not make you an advisory client of Ardent Wealth Management. Backtests and simulations are hypothetical and have inherent limitations.
Third parties
Charles Schwab, Alpaca and other brokers or data providers are independent companies. Their products, accounts and services are governed by their own terms. References to them are not endorsements, and they do not endorse us.
Tax and legal matters
We coordinate with your tax and legal professionals but do not provide tax or legal advice. Consult a qualified professional about your specific situation.