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Hoot Wealth

P | 983-203-0215 
E | support@hootwealth.com

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P | 983-203-0215 
E | support@hootwealth.com

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Privacy Policy

Our asset allocation recommendations are tailored to each client, but individual securities are selected based on our Model Portfolios, not specific to individual accounts. This message is for informational purposes only and should not be relied upon as personalized financial, tax, or legal advice. Clients should consult qualified professionals for such advice.

Hoot Wealth is an SEC-registered investment advisor with a fiduciary duty to act in clients’ best interests, though registration does not imply any specific skill or training. Access to Hoot Wealth’s services requires an Investment Advisory Agreement and acceptance of our Client Relationship Summary and Brochure (Form ADV, Parts 2A and 2B). All investments carry risk, and past performance does not guarantee future results. Individual account results may differ from Model Portfolio performance.

Each portfolio is subject to account minimums and may be adjusted to serve clients’ best interests. Recommendations for 401(k) or IRA rollovers into Hoot Wealth-managed accounts may create conflicts of interest, as such accounts generate fees for Hoot Wealth.

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