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Contact was last modified: October 15th, 2019 by wsadmin

Home
Our Philosophy
Our Vision
Who We Are
Contact
Privacy Policy

WILLIAM MADISON SWAYNE II
WILLIAM MADISON SWAYNE III
Candace Swayne

©2021 WMS Financial Consultants . All Rights Reserved.

bill_jr@wmsfp.com 206-726-1633 206-726-1613
809 Fairview Place N., Suite 130 Seattle, WA 98109

Website Design by E3DG.

All Investments Involve risk. Outcomes are not guaranteed.

WMS Financial Consultants, Cabot Lodge Securities, LLC and Sandlapper Wealth Management LLC do not provide legal or tax advice. Securities offered through Cabot Lodge Securities, LLC Member FINRA/SIPC and MSRB registered. Advisory services offered through SANDLAPPER Wealth Management, LLC an SEC registered investment advisor. WMS Financial Consultants, and Cabot Lodge Securities, LLC, Sandlapper Wealth Management, LLC are unaffiliated.

No offer to buy or sell securities is being made. Such offers may only be made to qualified accredited investors via private placement memorandum. Risks detailed in a private placement memorandum should be carefully reviewed, understood and considered before making such an investment. Prospective strategies and products used in any tax advantaged investment planning should be reviewed independently with your tax and legal advisors. Changes to the tax code and other regulatory revisions could have a negative impact upon strategies developed and recommendations made. Past performance and/or forward looking statements are never an assurance of future results.

Many of the Investments offered will be only available to those investors meeting the definition of an Accredited Investor under SEC Rule 501(A) and offered as Regulation D private placement securities via a Private Placement Memorandum (“PPM”). Prospective investors must receive, read and understand all of the risks associated with buying private placement securities. Investments are not guaranteed or FDIC insured and risks may include but are not limited to illiquidity, no guarantee of income or guarantee that all tax advantages or objectives will be met and complete loss of principal investment could occur.

Risk Disclosure: Alternative investment products, including real estate investments, notes & debentures, hedge funds and private equity, involve a high degree of risk. often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager. Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor’s interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products often execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets. Additionally, alternative investments often entail commodity trading, which involves substantial risk of loss. NO OFFER OR SOLICITATION: The contents of this website: (i) do not constitute an offer of securities or a solicitation of an offer to buy of securities, and (ii) may not be relied upon in making an investment decision related to any investment offering by WMS Financial Consultants, , Cabot Lodge Securities, LLC, or any affiliate, or partner thereof. WMS Financial Consultants, does not warrant the accuracy or completeness of the information contained herein.

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