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Monthly Newsletter

Each month, I share timely insights and practical tips designed to help you make informed decisions and confidently manage your financial life. These updates reflect my commitment to supporting your goals and deepening our partnership. Stay connected for strategies and guidance tailored to your long-term financial well-being.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor.

 

All information has been obtained from sources believed to be reliable, but its accuracy is not guaranteed. There is no representation or warranty as to the current accuracy, reliability or completeness of, nor liability for, decisions based on such information and it should not be relied on as such.

 

TerraFirma Wealth Partners LLC (“TerraFirma”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where TerraFirma and its representatives are properly licensed or exempt from licensure.

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No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment.

 

All investments include a risk of loss that clients should be prepared to bear. The principal risks of Terrafirma’s strategies are disclosed in the publicly available Form ADV Part 2A. Asset Allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Diversification does not ensure a profit or guarantee against loss. For additional information, please visit our website at https://terrafirmawealth.com.

 

TerraFirma Wealth Partners LLC is a registered investment advisor. Information in this message is for the intended recipient[s] only. TerraFirma Wealth Partners LLC often communicates with its clients and prospective clients through email and other electronic means. Your privacy and security are very important to us. TerraFirma Wealth Partners LLC makes every effort to ensure that email communications do not contain sensitive information. If you are not the intended recipient of this communication, please delete and destroy all copies in your possession, notify the sender that you have received this communication in error, and note that any review or dissemination of, or the taking of any action in reliance on, this communication is expressly prohibited. We remind our clients and others not to send TerraFirma Wealth Partners LLC private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery. Please note TerraFirma Wealth Partners LLC does not accept trading or money movement instructions via email. Please visit our website https://terrafirmawealth.com/ for important disclosures.

Disclosures | Form CRS

TerraFirma Wealth Partners LLC is a registered investment advisor.

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