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Disclosure

Disclosure

Lionshare Partners, LLC (“Lionshare Partners”) is a California Registered Investment Adviser.  Lionshare Partners and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by the SEC and those states in which Lionshare Partners maintains clients.  Lionshare Partners may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements.  Lionshare Partners’s web site is limited to the dissemination of general information regarding its advisory services to prospective clients.  Accordingly, the publication of Lionshare Partners’ web site on the Internet should not be construed by any prospective client as Lionshare Partners’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Lionshare Partners does not provide tax or legal advice.  You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications.  Furthermore, the information resulting from the use of tools or other information on this web site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Lionshare Partners.  For additional information about Lionshare Partners, including registration status, fees, and services, contact us for a copy of our disclosure brochure. Lionshare Partners does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Lionshare Partners’ web site 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.

What will you do with your savings?

Our service model can annually save you thousands of dollars.