MWM Investment Philosophy

Advisory Services Disclaimer:

 Mikel Wealth Management, LLC, a Texas Registered Investment Adviser, offers investment advisory services. Mikel Wealth Management, LLC does not offer tax or legal advice. 

Investment and Insurance Products:

• Not Insured by the FDIC or any federal government agency
• Subject to Investment Risks, Including potential loss of the principal amount invested

Products and Services:

• Investment products and services are offered through Charles Schwab & Co., Inc.
• Insurance products are offered through affiliated insurance agencies and are underwritten by unaffiliated insurance companies.
   

Social Media Notice:  

• Opinions, comments, and actions taken on social media are those of third parties and do not necessarily reflect the views of this profile's creator or the firm.
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Content Disclaimer:  

This content, developed by Mikel Wealth Management, should not be used as the primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.

Important Notice:  

Past performance does not guarantee future results. All investments carry risks, including potential loss of principal. No investment strategy, including diversification, asset allocation, and re-balancing, can ensure a profit or protect against loss. The opinions expressed are for informational purposes only and may change over time. They are not intended as investment advice or recommendations and should not be considered specific legal, investment, or tax advice. Consult with your tax or legal 

advisor for guidance. 

For additional information about Mikel Wealth Management, LLC, visit https://adviserinfo.sec.gov/ or  https://www.ssb.texas.gov/securities-professionals/certificate-search using the firm’s name, Mikel Wealth Management, or CRD number, 331825.