Investment Advice Information
The information contained herein is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein. The specific tax consequences of any investment or strategy will depend on your specific tax situation. All investments and investment strategies have the potential for profit or loss, and there can be no assurance that the future performance of any specific investment or investment strategy including those discussed on this website will be profitable or equal any historical performance levels. Investment strategies such as asset allocation, diversification, or rebalancing do not assure or guarantee better performance and cannot eliminate the risk of investment losses. Any target referenced is not a prediction or projection of actual investment results and there can be no assurance that any target will be achieved.
Some of our financial professionals are licensed insurance agents. We will earn commissions on insurance products recommended to you in these separate capacities.
The AdvisorHub 2024 Advisors to Watch ranking was created and conducted by AdvisorHub. Ranking was awarded on June 20th, 2024; numerical data submitted was based on 2022 and 2023 year end numbers. Bush Wealth Management did not pay a fee to obtain this rating, although it did pay a fee to use the rating in its marketing. The relevant selection criteria are as follows: A) 7 years of experience; B) A clean regulatory record (3 or fewer complaints with no significant judgements); C) Advisor has been with the firm since 1/1/2020 and is in good standing; and D) AUM is above $100m. Ranking criteria are divided into three main categories: 1) Scope of practice measured by assets, production and level of service; 2) Growth of practice consisting of year over year growth in assets, households and production; and 3) Professionalism which includes regulatory record, community service and team diversity.
Bush Wealth Management Form CRS and other Documents
Important Disclosure Information
Bush Wealth Management (“Bush Wealth”) is an SEC registered investment adviser located in Valdosta, Georgia. Bush Wealth may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Bush Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Bush Wealth’s website on the Internet should not be construed by any consumer and/or prospective client as Bush Wealth’s solicitation to 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 Bush Wealth 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. A copy of Bush Wealth’s current written disclosure Brochure discussing Bush Wealth’s business operations, services, and fees is available from Bush Wealth upon written request. Bush Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Bush Wealth website or incorporated herein, and takes no responsibility, therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Bush Wealth), will be profitable or equal any historical performance level(s).
Certain portions of Bush Wealth’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Bush Wealth (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Bush Wealth, or from any other investment professional. Bush Wealth is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.
Please Note: Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Bush Wealth is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating. Unless expressly indicated to the contrary, Bush Wealth did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Bush Wealth by any of its clients. ANY QUESTIONS: Courtney Gooding, CCO, remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Bush Wealth’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Bush Wealth, or from any other investment professional.
Each client and prospective client agree, as a condition precedent to his/her/its access to Bush Wealth’s website, to release and hold harmless Bush Wealth, its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Bush Wealth.
