Disclosure:

Important Disclosures

TailorMade Insurance Solutions is a wholly owned subsidiary of TailorMade Wealth Counsel.

TailorMade Wealth Counsel provides all investment advisory services through Concurrent Investment Advisors, LLC (“Concurrent”), a Registered Investment Advisor (“RIA”) with the U.S. Securities and Exchange Commission (“SEC”). Concurrent provides investment advisory and related services for clients nationally. Concurrent will maintain all applicable registrations, notice filings, and/or licenses as required by the various states in which TailorMade Wealth Counsel and Concurrent conducts business, as applicable. Concurrent renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Terms of Use

Please read these terms and conditions of use (“Terms”) carefully before using the Website located at https:/tailormade-wealth.com (“the Website”) or any of the information or services provided by TailorMade Wealth Counsel and Concurrent in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by TailorMade Wealth Counsel in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

TailorMade Wealth Counsel reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on November 21, 2022.

Risk Disclosures

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.

Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This Website is intended to provide general information about TailorMade Wealth Counsel and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this Website are based on generally available information and are believed to be reliable. Neither TailorMade Wealth Counsel nor Concurrent guarantees the accuracy of the information contained in this Website. The information is of a general nature and should not be construed as investment advice.

Please remember that it remains your responsibility to advise TailorMade Wealth Counsel or Concurrent, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

TailorMade Wealth Counsel or Concurrent will provide all prospective clients with a copy of the current Concurrent Form ADV Part 2A (“Disclosure Brochure”), Form ADV Part 2B (“Brochure Supplement[s]”) for TailorMade Wealth Counsel , and Form ADV Part 3 (“Client Relationship Summary” or “Form CRS”) for Concurrent. You may obtain a copy of these disclosures on the SEC Website at http://adviserinfo.sec.gov by searching for Concurrent by name or its IARD number (323135). To request a free copy of these disclosure documents via .pdf or hardcopy, please contact TailorMade Wealth Counsel at [email protected]. You may also contact Concurrent compliance at [email protected].

Brokerage Services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent are not affiliated companies. Investments through PKS or RIA are: NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY

Privacy Disclosures

TailorMade Wealth Counsel and Concurrent are committed to safeguarding the use of personal information of our Clients (also referred to as “you” and “your”) that we obtain as your Investment Advisor, as described in our Privacy Policy.

TailorMade Wealth Counsel does not collect personal non-public information through this Website; however, TailorMade Wealth Counsel and Concurrent may collect information from you on application forms, agreements, profile or investment policy statements, and other documents received or processed in relation to services we provide. We also may collect information from other sources.

We do not respond to “do not track” requests because we do not track you over time or across third party Websites to provide targeted advertising. We may track you across our Website to help us improve our content.

We may use “cookies” and similar online technologies to keep, and sometimes track, information about you regarding your usage of our Website. Cookies are small data files that are sent to your browser or related software from a Web server and stored on your device. Cookies help us to collect information about your usage of our Website, including date and time of visits, pages viewed, amount of time spent on our sites, or general information about the device used to access the site, such as the browser used. You can refuse to store or delete cookies by configuring your web browser settings. Most browsers and mobile devices have their own settings to manage cookies. If you refuse a cookie when on our Website, or if you delete cookies, you may experience some inconvenience in your use of our Website, such as having to re-configure preferences.

When you are on this Website you may have the opportunity to click-through to other Websites, including Websites operated by unaffiliated third parties. These sites may collect nonpublic personal Information about you. We do not control sites operated by these entities and are not responsible for the information practices of these sites. This Privacy Policy does not address the information practices of other Websites. The privacy policies of Websites operated third parties are located on those sites.

For a copy of the Concurrent Privacy Policy, please click HERE.

Email Disclosures

TailorMade Wealth Counsel and Concurrent often communicate with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. TailorMade Wealth Counsel and Concurrent make every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send private information over email. If you have sensitive data to deliver to us, we can provide secure means for such delivery.

Please note: TailorMade Wealth Counsel and Concurrent do not accept trading or money movement instructions via email. As TailorMade Wealth Counsel is working under a registered investment advisor, all emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Concurrent or the securities regulators.  If you have received an email from Concurrent in error, we ask that you contact the sender and destroy the email and its contents.

If you have any questions regarding our email policies, please contact the Concurrent Compliance Department at [email protected].

Brokerage Services offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors LLC are not affiliated companies.