Taxes Course - Triad Wealth Partners

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March 7, 2025

Taxes Course

Costco | 8:41 PM

241 E LINWOOD BLVD
KANSAS CITY, MO

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Our Services
Our Team
For Advisors

Our Services
Our Team
For Advisors

Our Services
Our Team
For Advisors

Our Services
Our Team
For Advisors

730 New Hampshire St.
Lawrence, KS 66044

Triad Wealth Partners, LLC (“Triad Wealth Partners” or “the Firm”) is an SEC registered investment adviser with its principal place of business in Lawrence, KS. Registration of an investment adviser does not imply a certain level of skill or training. The Firm provides investment advisory services for clients nationally. Triad Wealth Partners will maintain all applicable registrations, notice filings, and/or licenses as required by the various states in which the Firm conducts business.

Investing involves risk including complete loss of principal. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Asset allocation can be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This material is intended to provide general information about Triad Wealth Partners and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information. The information is of a general nature and should not be construed as investment advice.

Please visit https://adviserinfo.sec.gov/firm/summary/326523 for important regulatory information about Triad Wealth Partners.

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