Disclaimers: Boutique Wealth Advisors (BWA) is a Doing Business As (DBA) of University Wealth Advisors LLC. BWA does not portray itself as a representative of our custodial partners. Past performance is no guarantee of future results. The data on the previous pages is for information only and does not replace the statements you receive directly from the custodian. None of the information provided is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement, of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. All tax strategies should be discussed with your tax professional. University Wealth Advisors LLC is an Ohio registered investment advisor.