Disclaimers + Disclosures

Investment advisory services offered through SPC Financial^® (SPC).

Registration with the SEC as an investment adviser does not imply a certain level of skill training or endorsement by the SEC.

SPC provides tax preparation services and analysis through a separate engagement letter with clients

Professional Designation Glossary explaining the accrediting organizations and requirements for all certifications listed on our website can be found here .

Third-party links are being provided for informational purposes only. SPC is not affiliated with and does not endorse, authorize, sponsor, verify, or monitor any of the listed websites or their respective sponsors, and SPC is not responsible or liable for the content of any website, or the collection or use of information regarding any website's users and/or members. Links are believed to be accurate at time of dissemination but we make no guarantee, expressed or implied, to the accuracy of the links subsequently.

¹Assets under advisement and management: accurate as of December 31, 2023.

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