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Tax Analysis

Data Breakdown

Potential Tax Burden Reduction

Savings Maximization

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Our Location

Short North Wealth Management
52 Victorian Gate Way
Columbus, OH 4321

Additional Info

j.rossi@iamswm.com

Form CRS – Client Relationship Summary

Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. IAMS Wealth Management and Short North Wealth Management are independent of each other. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Insurance products and services are not offered through IAMS Wealth Management but are offered and sold through individually licensed and appointed agents. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto. The firm is not engaged in the practice of law or accounting. Please consult a tax or legal professional with tax or legal questions. Recognition from the third-parties should not necessarily be viewed as a measure of customer satisfaction with an investment advisory firm. Third-party rankings do not guarantee future investment success. Working with a highly-rated adviser does not ensure that a client or prospective client will experience a higher.

There are no assurances that a portfolio will match or exceed any particular benchmark.

The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. You should make financial decisions on the basis of your own due diligence.

Insurance products and services are not offered through IAMS Wealth Management but are offered and sold through individually licensed and appointed agents. Compensation received by licensed insurance agents for the sale of fixed annuities and other insurance products are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses.

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IAMS Wealth Management Form CRS - Click Here

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