Check the background of your financial professional on FINRA’s BrokerCheck. Concord Wealth Partners, LLC (“CWP”) and Concord Asset Management, LLC (“CAM”) are investment advisers registered with the Securities and Exchange Commission (SEC). Both firms are affiliated with Trainer, Wright & Paterno (“TWP”) through common ownership. Concord Wealth Partners and Concord Asset Management provide investment advisory services and may provide such services to TWP clients. Concord Wealth Partners and Concord Asset Management do not provide tax or accounting services. TWP is not involved in providing investment advice on behalf of CWP or CAM, nor does TWP hold itself out as providing advisory services on behalf of CWP or CAM. No client of TWP is under any obligation to use the services of CWP or CAM. CWP shall not receive any portion of the fees charged by TWP, referral, or otherwise. It is anticipated that TWP professionals, solely incidental to their respective practices as CPAs of TWP, shall recommend CWP’s, or CAM’s, services to certain of its clients. More information about Concord Wealth Partners, Concord Asset Management, and their relationship with TWP can be found at Concord Custom Wealth Group. Respective Services Offered: Investment advisory services are offered through Concord Wealth Partners, LLC (CWP) to individuals and small business owners. Asset management services are offered through Concord Asset Management, LLC (CAM) to financial advisors and professionals. Tax and accounting services are offered through Trainer, Wright & Paterno (TWP) to individuals and small business owners. All of Trainer, Wright & Paterno’s CPAs and accountants are members of the American Institute of Certified Public Accountants. Socially Responsible Investing involves the incorporation of Environmental, Social, and Governance considerations into the investment due diligence process (“ESG”). There are potential limitations associated with allocating a portion of an investment portfolio in ESG securities (i.e., securities that have a mandate to avoid, when possible, investments in such products as alcohol, tobacco, firearms, oil drilling, gambling, etc.). The number of these securities may be limited when compared to those that do not maintain such a mandate. ESG securities could underperform broad market indices. Investors must accept these limitations, including the potential for underperformance. Correspondingly, the number of ESG mutual funds and exchange-traded funds are few when compared to those that do not maintain such a mandate. As with any type of investment (including any investment and/or investment strategies recommended and/or undertaken by Ironwood), there can be no assurance that investment in ESG securities or funds will be profitable or prove successful. ANY QUESTIONS: The IA Firm’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking. We take protecting your data and privacy very seriously. As of January 1, 2020, the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Please review Important Disclosure Information here.
