Built on a Nobel Prize-winning framework, everyone has a Risk Number. What's yours?
Discover Your Risk Number® and Find Out If Your Current Investment Strategy Truly Reflects Your Risk Tolerance
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Built on a Nobel Prize-winning framework, everyone has one. What's yours?
FIND OUT YOUR RISK NUMBER®
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Bryan McCloskey, MS, CASL
Revisionist Wealth
(484) 517-4422
https://revisionistwealth.com/
Disclosures
Investment advisory and financial planning services offered through Revisionist Wealth Advisors, LLC, an SEC Registered Investment Advisor. Subadvisory services are offered through Betterment Securities, LLC, an SEC Registered Investment Advisor. Insurance, consulting, and education services are offered through Revisionist Wealth. Revisionist Wealth is a separate and unaffiliated entity from Revisionist Wealth Advisors and Betterment Securities. Revisionist Wealth Advisors is a Registered Investment Advisor. This web site is not a solicitation or offer to sell investment advisory services. Revisionist Wealth Advisors provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration as an Adviser does not imply a certain level of skill or training. All written content is for informational purposes only and may not constitute a complete description of available investment services or performance. Proprietary papers and writings are the opinions of Revisionist Wealth Advisors. Other articles, links, and information presented on this site are obtained from sources believed to be reliable, but they are for informational purposes only and Revisionist Wealth Advisors does not guarantee their timeliness or accuracy. Clients should consult their advisors with regard to any questions they may have. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Revisionist Wealth Advisors) made reference to directly or indirectly by Revisionist Wealth Advisors in its website, or indirectly via a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results of those indices. At certain places on this site, live “links” to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Revisionist Wealth Advisors. Revisionist Wealth Advisors does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Revisionist Wealth Advisors.