Independent Las Vegas Wealth Management Disclosures

“The world is changing very fast. Big will not beat small anymore. It will be the fast beating the slow”

- Rupert Murdoch


 

Transperancy and Independent Las Vegas Wealth Management Disclosures

Elysien Private Wealth is dedicated to providing our clients with a transparent and honest Las vegas wealth management services in Nevada. It is our hope that we maintain, not only a multi-generational relationship of our Las Vegas wealth management clients, but that our Las Vegas wealth management clients become true advocates of our firm.

Securities Disclosure

Elysien Private Wealth is a Registered Investment Advisor (RIA) that is regulated under the laws of the State of Nevada. All of the information contained on this website should not be considered an offer to purchase, sell, or solicit securities or other investment products. The Las Vegas wealth management services discussed on this site is for informational purposes only and should not be considered tax legal or investment advice. Please consult your own advisors prior to taking action on any of the information you read here at www.elysien.com

Real Estate Disclosure

All real estate brokerage services for Elysien Real Property are conducted through Better Homes & Gardens Desert Properties, a licensed real estate broker in the state of Nevada. Elysien Private Wealth has negotiated rates and terms with this firm, but is not otherwise affiliated with them. All real estate brokerage services are conducted on a fee-only basis without commissions or other fees, provided that clients utilize the brokerage services of an Elysien Real Property authorized real estate agent who is licensed with Better Homes & Gardens Desert Properties in the state of Nevada. Elysien Real Property is an arm of Elysien Private Wealth and does not hold any licenses or conduct the services of a real estate brokerage firm in the state of Nevada.

Insurance Disclosure

Elysien Private Wealth provides fee-only insurance services through firms and affiliated individuals who we contract with. Elysien Private Wealth does not receive any commissions or fees for any investment related insurance products including cash value life insurance products, term insurance, and variable annuities from sources outside of our clients. Individuals who are associated with Elysien Private Wealth may offer restricted insurance services for commissions, but under no circumstances will these insurance products be investment related. These transactions are solely limited to insurance products that are not regulated by the securities industry and will only be recommended when a viable fee-only option is not available or not desired by our clients in the free market. Such insurance products may include: health insurance, long term care insurance, disability insurance, fixed annuities, as well as others. In the event that we recommend one of these products to you, Elysien Private Wealth will disclose all fees and compensation prior to underwriting the policy so that you may make an informed decision regarding the policy. All of these policies will not be brokered through Elysien Private Wealth, but may be brokered by Elysien Insurance.

Lending Disclosure

Elysien Private Wealth is a Registered Investment Advisor (RIA) in the state of Nevada. We provide financial planning services for a fee. We are licensed through the state of Nevada as a Registered Investment Advisory Firm (RIA) CRD #151511. We are an independent financial advisory firm and do not act as or hold licenses as a mortgage broker, mortgage banker, consumer finance company, bank, or lender in the state of Nevada or the United States. We are an independent financial planning firm that act as our clients fiduciary agent for the purpose of obtaining and completing products and programs for lending scenarios and debt management solutions.