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Boulder Foothills

Huntington Bay, Long Island

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Highview Wealth

1200 Pearl St.
Ste. 314
Boulder, CO 80302

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Office: 303-442-3100

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Disclosure:

***No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.

Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Thomas Swenson DBA/Highview Wealth, an Investment Adviser Representative, are independent of each other. For a complete description of investment risks, fees and services, review the Virtue Capital Management firm brochure (ADV Part 2A), which is available from Thomas Swenson or by contacting Virtue Capital Management. This content does not take into account your particular investment objectives, financial situation or risk tolerance and may not be suitable for all investors. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Thomas Swenson DBA/Highview Wealth is not affiliated with or endorsed by the Social Security Administration or any other government agency.

Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance product sales, including annuities, life insurance, and long-term care insurance or broker-dealer services. Advisory clients are charged a monthly fee for assets under management, while insurance products pay a commission, which may result in a conflict of interest regarding compensation. Thomas Swenson is also a licensed insurance agent. In this capacity, Thomas Swenson may offer fixed life insurance products and receive normal and customary commissions. The client is under no obligation to purchase products through Thomas Swenson on a commissionable basis. In addition, Thomas Swenson may receive other compensation such as fixed or variable life trails. The potential for receipt of commissions and other compensation when Thomas Swenson acts as an insurance agent may give him an incentive to recommend insurance products based on the compensation received.

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