Link Wealth Management

(208) 898-9900

Tim@LinkWealthMgt.com

As President of LWM, it is my commitment to you all that our resources are dedicated to you achieving your success. LWM's independent business model ensures we have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and supporting LWM. These firms also strengthen our relationship with you by providing the resources we need to better serve you. We think it’s important for you to know who these partners are and why we have chosen to work with them.

I am affiliated with Cetera Advisors, one of the premier broker-dealers in the industry. As my broker-dealer, they are responsible for executing trades on your behalf. Like all broker-dealers, they must undergo regular auditing, and are required to meet specific net capital requirements to ensure it can meet its obligations to investors like you.

But their support for our relationship goes well beyond its function as trade executor. My affiliation means that I am not held to a sales quota or tied to selling only proprietary products. I have the independence and freedom to recommend the financial solutions that best suit your needs, ensuring your objectives are what drive all decisions, while Cetera Advisors’ network of people and resources help us pursue your unique goals and vision for the future.

My Most Important Connection: With You

While the firms behind me play important roles in my day-to-day servicing of your needs, the most important relationship I have is undoubtedly with you. I work with these firms to make it easier for me to work for you. Anytime you would like more information about the above firms, please do not hesitate to ask. I want you to feel confident that you understand, to your satisfaction, how we work with and through these firms, why I have chosen to work with Cetera Advisors, and the absolute priority both Cetera Advisors and I place on my relationship with you.