| REGULATORY DISCLOSURE
Langer Wealth Management, LLC (LWM) is a U.S. Securities and Exchange Commission Registered Investment Advisory firm. LWM does not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to the dissemination of general information on the adviser's service offerings and provides for an efficient method in which a prospective client may contact the adviser. Advice can only be rendered after the following conditions are met:
1. Registration of the adviser with the U.S. Securities and Exchange Commission as a Registered Investment Adviser if the adviser has more than $25,000,000 under management.
2. Delivery of a disclosure statement by Adviser to client.
3. Execution of an Investment Advisory and/or Financial Planning agreement between the client and the adviser.
4. Initial payment of the planning fee or investment advisory fee by the client to the adviser.
5. Adviser may transact business only in States in which it is registered, or in which it is exempted from registration. The Investment Adviser must also be registered or exempted or excluded from registration in any state in which it responds to persons in that State to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation.
IMPORTANT CONSUMER DISCLOSURE
Langer Wealth Management, LLC (LWM) is an SEC Registered Investment Advisor located in Wilmington, NC. LWM and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon SEC Registered Investment Advisors by those states in which LWM maintains clients. LWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. LWM's Web Site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, LWM does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by LWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LWM, please contact the United States Securities and Exchange Commission and/or the State Securities law administrators for those states in which LWM maintains a notice filing. A copy of LWM's current written disclosure statement discussing LWM's business operations, services, and fees is available from LWM upon written request. LWM does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by any unaffiliated third party provider, whether linked to LWM's Web Site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
OTHER DISCLOSURES
The information in this web-site is based on data gathered from what LWM believes are reliable sources. It is not guaranteed as to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.
All references that might be made to an investment or portfolio's performance are based on historical data and one should not assume that this performance will continue in the future.
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