Investment advisory services offered through WealthSource Partners, LLC (“WealthSource®”), dba Legacy Wealth Advisors, utilizing the custodial services of Raymond James Financial Services, Inc. or one of its affiliates. Joel Propst is an Investment Adviser Representative of WealthSource®. Securities offered through Fortune Financial Services, Inc., member FINRA/SIPC. Joel Propst is a Registered Representative of Fortune Financial Services, Inc. Insurance products and services offered by Joel Propst, dba Legacy Wealth Advisors, LLC, who is a licensed insurance agent in multiple jurisdictions. Legacy Wealth Advisors is also the dba of Legacy Estate Consultants, LLC (“LEC”). WealthSource® does not offer brokerage services or insurance products. LEC, WealthSource® and Fortune Financial Services, Inc. are all independent and unaffiliated entities. Fortune Financial Services, Inc. is independent of and unaffiliated with Legacy Wealth Advisors, LLC.
This website is a publication of LEC. Information presented is believed to be factual and up-to-date, but no guarantee is made as to its accuracy and it should not be regarded as a complete analysis of any subjects discussed. Nothing herein should be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell any security. Hyperlinks on this website are provided as a convenience, and LEC disclaims any responsibility for information, services or products found on websites linked hereto.
The statements and opinions expressed are those of Joel Propst and do not represent the views and/or opinions of WealthSource® or any other associated or affiliated person of WealthSource®. All statements and opinions are current only as of the time made and are subject to change without notice. Furthermore, the statements and opinions expressed are for informational and educational purposes only and should not be construed as legal, tax, accounting or investment advice. WealthSource® does not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a portfolio will match or outperform any particular benchmark.
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