Toft Wealth, LLC (“Toft”) is registered as an investment adviser with the State of Illinois. Registration does not imply endorsement by any regulatory authority or a particular level of skill or training. Services are offered only where Toft and its investment adviser representatives are properly registered or otherwise qualify for an exemption or exclusion from registration, and only after required agreements are in place.
The information provided on this website is for general informational and educational purposes only. It is not intended to provide, and should not be construed as, personalized investment advice, financial planning advice, tax advice, accounting advice, or legal advice. Nothing on this website constitutes a recommendation, offer, or solicitation to buy or sell any security, investment product, or other financial instrument or to adopt any investment strategy.
The information provided does not consider the objectives, financial circumstances, or needs of any particular person. Before making financial, investment, tax, accounting, or legal decisions, you should consider your individual circumstances and consult with appropriately qualified professionals as needed.
Investing involves risk, including the possible loss of principal. No investment strategy or financial plan can guarantee a profit, prevent a loss, or ensure that a particular objective will be achieved. Past performance is not indicative of future results. It should not be assumed that any investment, strategy, or recommendation discussed on this website will be profitable or appropriate for any particular person.
Toft makes reasonable efforts to provide information that is accurate and current. However, information on this website may be incomplete, may contain errors, or may become outdated. Toft does not guarantee the accuracy, completeness, timeliness, or suitability of the information provided. Information may be changed or removed without notice.
This website and the information contained on it are provided without warranties of any kind, either express or implied. Nothing in these disclosures is intended to waive or limit any right, duty, or remedy available under applicable federal or state law.
Third-Party Websites
This website may contain links to websites, services, or resources operated by third parties. These links are provided for convenience and informational purposes only.
Toft does not control and is not responsible for the content, accuracy, availability, security, or privacy practices of third-party websites. The inclusion of a link does not necessarily imply that Toft endorses, sponsors, or is affiliated with the third party or its products or services.
When visiting a third-party website, you are subject to that website’s own terms, conditions, and privacy practices.
Electronic Communications
Do not use this website, its contact forms, or ordinary email to submit securities-trading instructions, requests to transfer or disburse funds, changes to account information, or other time-sensitive instructions.
Any such request is effective only after it has been received, accepted, and confirmed by Toft through an authorized method.
Additional Information
Additional information about Toft’s services, fees, business practices, and conflicts of interest is available in Toft’s Form ADV Part 2A. Toft’s current regulatory filings may also be reviewed through the Investment Adviser Public Disclosure website.
Use of this website is also subject to Toft’s Privacy Policy.