Valais Wealth Management LLC (VWM), through its advisers, offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number: 288833. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses BGAN. Beacon Global Advisor Network, LLC does not provide tax or legal advice. None of the information on this site should be considered tax or legal advice.
VWM’s web site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of VWM’s website on the Internet should not be construed by any consumer and/or prospective client as VWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.
A copy of BGAN’s current written disclosure statement discussing BGAN’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from BGAN upon written request.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. Insurance products and services are offered and sold through Valais Wealth Management LLC, and individually licensed and appointed insurance agents. FLORIDA INSURANCE LICENSE #L127627