Fee-based investment advisory services offered by IWG Investment Advisors LLC.
Insurance services offered via an affiliated entity, IWG Wealth Group, LLC.
The purpose of this website is to provide general information to the public and provide for an efficient method in which a prospective client may contact IWG Investment Advisors LLC (“IWG Investment Advisors”). This website does not constitute a complete description of IWG Investment Advisors’ services or performance. IWG Investment Advisors does not render or offer to render personalized investment or financial advice through this medium. Nothing in this website should be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized advice from IWG Investment Advisors nor is the content to be relied on in making an investment or other decision. Accordingly, the content in any statement, story, newsletter, blog, podcast, referenced story, or hyperlink posted herein should not be construed by any consumer as individualized financial, investment, tax or legal advice. Nothing on this website should be interpreted to state or imply that past financial or investment results are an indication of future performance. Information contained herein does not constitute a distribution of or a solicitation to engage in securities transactions.
IWG Investment Advisors is a fee based Registered Investment Adviser registered with and regulated by the State of Florida Office of Financial Regulation, Division of Securities. IWG Investment Advisors is limited to providing advisory services to residents of Florida and other states where it is registered or is exempt from registration. Most but not all states permit an investment adviser to have a minimum number of clients before notice filing is required, providing the adviser has no physical presence in the non-resident state.
By providing IWG Investment Advisors with your mailing address, telephone number and/or email address, you agree that IWG Investment Advisors may contact you by any of these means in connection with your use of this website, to discuss the services available or as directed by you until you withdraw your permission by contacting IWG Investment Advisors directly. IWG Investment Advisors takes privacy issues seriously and securely protects the nonpublic and confidential information we collect from you. IWG Investment Advisors will not sell your nonpublic and confidential information to anyone but may share it with our affiliated insurance entity.
Some of the material on IWG Investment Advisors’ website is password-protected and access to these areas is restricted to authorized users only. The user of password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.
The website is controlled and operated by IWG Investment Advisors from its offices within the State of Florida, United States of America. IWG Investment Advisors makes no representation that materials on the site are appropriate or available for use in other locations, and access to them from territories where their content is illegal is prohibited. The information provided on this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject IWG Investment Advisors or its affiliates to any registration requirement within such jurisdiction.
No general advice or information, whether oral or written, obtained by you from IWG Investment Advisors or through this website shall create any warranty not expressly made herein. IWG Investment Advisors’ portfolio management services can only be provided after delivery of IWG Investment Advisors’ disclosure statement (via its Form ADV 2 Brochures) and after each prospective client executes the applicable IWG Investment Advisors Client Agreement. A copy of IWG Investment Advisors’ current Form ADV 2 Brochure, which discusses IWG Investment Advisors’ business operations, services, business affiliations and fees, is available from IWG Investment Advisors upon request or is available through the United States Securities and Exchange Commission’s (“SEC”) Adviser search website at https://www.adviserinfo.sec.gov/
THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE. While IWG Investment Advisors has used its best efforts to obtain the most accurate and reliable information available for this website, IWG Investment Advisors makes no representation that the information or opinions contained on the IWG Investment Advisors’ website are accurate, timely, reliable or complete, thus no liability is accepted for any errors or omissions in such information, though if notified of any we will endeavor to rectify such. The information and opinions contained on the IWG Investment Advisors’ website are provided by IWG Investment Advisors for personal use and informational purposes only and are subject to change without notice. Opinions expressed herein are solely those of IWG Investment Advisors and their respective associates. This site is provided on an “as is” basis. IWG Investment Advisors does not warrant or guarantee uninterrupted access to this site. All services, financial calculators or other tools referred to on this website are subject to change without notice. IWG Investment Advisors and its information providers shall not be responsible for any loss or damage caused, or alleged to have been caused, directly or indirectly, by the information or ideas contained, suggested or referenced in this website.
IWG Investment Advisors reserves the right, and at its sole discretion to change, modify, add or remove any portion of these terms in whole or in part, at any time. Changes to the terms will be effective when notice of such changes is posted. IWG Investment Advisors expressly disclaims all warranties of any kind, express or implied, including without limitation any warranty of merchantability, fitness for a particular purpose or non-infringement. You expressly agree that use of this website is at your sole risk. You understand and agree that any material and/or data downloaded or otherwise obtained through the use of this website is at your own discretion and risk and that you will be solely responsible for any damage to your computer system or loss of data that results from the download of such material and/or data.
This website may contain links to other sites. If you click on a link within a page on the IWG Investment Advisors’ website or in an email, you understand that you will be connected to a website that is not affiliated with IWG Investment Advisors and therefore we cannot be responsible for the site’s content. Any links to other sites are not intended as referrals or endorsements, but are merely provided to the users of the IWG Investment Advisors’ website for convenience and informational purposes. Although utmost care is exercised in providing links to sites that share our high standards, IWG Investment Advisors shall not be responsible for the content, security, availability and privacy practices used by such linked sites. The linked pages are provided for the convenience of our web site users only and do not constitute an approval of their services or practices. By providing links to other sites, IWG Investment Advisors does not guarantee, approve or endorse the information or product available at those sites, nor does a link indicate any association between the linked site and the operator of this website. IWG Investment Advisors does not make any representations about third party websites, or any material found there, or any results that may be obtained from using them. IWG Investment Advisors does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party incorporated herein and takes no responsibility therefore. If you access any third party websites linked herein, you do so entirely at your own risk. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Links from other web sites to the IWG Investment Advisors home page requires permission from IWG Investment Advisors. Deep linking into any other page of our site should not be effected without prior permission from IWG Investment Advisors.
You may download or print out a hard copy of individual pages and/or sections of the IWG Investment Advisors’ website and files made available for download, provided that you do not remove any logos or other proprietary notices. Any downloading or otherwise copying from the IWG Investment Advisors’ website will not transfer title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for a public or commercial purpose the IWG Investment Advisors’ website without prior written permission of IWG Investment Advisors.
The trademarks, logos and service marks displayed on this site belong to the operators of this website and others. The owners of the marks on this site retain all rights in and to the marks. Nothing grants users the right to use, reproduce or display any of the marks. The website operator, affiliates and business partners each reserve copyright in all content that they provide to the site, including but not limited to design, text, software, drawings, graphics and other files. All page headers, button icons, collection material, custom graphics and all other types of graphics used on this site may not be copied or imitated without the owner’s (of said rights) permission. None of these may be republished, reproduced, downloaded, displayed, distributed, posted transmitted or sold in any form or by any means, in whole or in part, without prior written permission of the copyright owner. No part of this website’s content may be reproduced and reused for any commercial purpose whatsoever.
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Offices in Fort Lauderdale, FL • Miami, FL • Bonita Springs, FL • Dallas, TX