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Individuals also are advised to verify that the host of this website is qualified to provide tax and/or legal advice. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting and legal matters. It is not intended to provide tax, accounting or legal advice or to serve as the basis for any financial decisions.
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This material is for informational purposes only. This website may contain concepts that have tax, accounting and legal implications. In addition to providing certain investment advisory services on behalf of APC as described in the Brochure, individuals associated with SFG and the SFG itself may provide or offer to its clients certain other products or services outside APC’s or its affiliates’ supervision and control, including but not limited to, insurance-related advice, estate and tax planning products and services (“Other Services”). Website users are advised that these Other Services are provided and offered exclusively by SFG and are not endorsed, provided, offered or supervised by APC or its affiliates. Additional information regarding the specific investment advisory services and products offered by APC can be found within APC’s Form ADV Part 2A Brochure (“the Brochure”) available on APC’s website. Spotlight Financial Group (“SFG”) and APC are not affiliated entities. One or more individuals at SFG are registered as investment adviser representatives of APC with certain state securities divisions. Investment adviser representatives receive fee-based compensation in exchange for soliciting investment advisory services provided by APC on behalf of SFG clients. Investment advisory services offered through AlphaPeak Capital, LLC (“APC”), d/b/a for AlphaPeak Wealth, LLC in AZ and NE, an SEC-Registered Investment Adviser.