Advisor Regulatory Record | Firm Regulatory Record
Vineyard Family Wealth, LLC (“Vineyard Family Wealth Advisors”) is a State registered investment adviser located in Houston, Texas. Registration does not imply skill or training. The publication of Vineyard Family Wealth Advisor’s web site on the Internet should not be construed by any consumer or prospective client as Vineyard Family Wealth Advisor’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the Internet. Furthermore, information on this Internet site should not be construed as the provision of personalized individual advice from Vineyard Family Wealth Advisors.
A copy of Vineyard Family Wealth Advisor’s current written disclosure statement as set forth on Form ADV, discussing Vineyard Family Wealth Advisor’s business operations, services, and fees is available at the link above. Vineyard Family Wealth Advisors does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Any information about our clients contained herein is provided for informational purposes only, is not based off any one client, and should not be construed as an expression of the client experience or as a testimonial.
We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice. We recommend that you seek the advice of a qualified attorney and accountant.
ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD PARTY WEB SITE LINKED TO THIS WEB SITE.