Disclosures

Advisory services are offered through Auriex Wealth Advisors LLC, an investment adviser registered with the state(s) of NY. Advisory services are only offered to clients or prospective clients where Auriex Wealth Advisors LLC and its representatives are properly licensed or exempt from registration. Registration does not imply a certain level of skill or training. A copy of our current written disclosure brochure (Form ADV Part 2) is available upon request and discusses our advisory services, fees, and conflicts of interest in greater detail.

Rachael Lam, the principal of Auriex Wealth Advisors LLC, is also the owner of RNR Tax and Finance Inc., a separate and independent CPA firm. These are distinct legal entities. Clients of Auriex Wealth Advisors LLC are under no obligation to use the tax or accounting services of RNR Tax and Finance Inc. This relationship represents a potential conflict of interest, which Auriex Wealth Advisors LLC manages through full disclosure.

The information on this site is not intended as tax, accounting, or legal advice, nor is it an offer or solicitation to buy or sell any security, nor an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk, including the potential for complete loss of principal. Past performance is not indicative of future results. It should not be assumed that any recommendations made will necessarily be profitable.

Auriex Wealth Advisors LLC is not a broker-dealer and is not affiliated with any broker-dealer. The firm does not custody client assets.

The information on this site is provided "AS IS" without warranties of any kind, either express or implied, and may not be free from error. Your use of the information provided is at your sole risk.