The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Waverly Advisors does not serve as an attorney, accountant, or insurance agent. Waverly Advisors does not prepare legal documents or tax returns, nor does it sell insurance products. Please Also Note: The achievement of any professional designation, certification, degree, license, membership in any professional organization, or any amount of prior experience or success should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Waverly Advisors is engaged, or continues to be engaged, to provide investment advisory services.
A copy of Waverly’s current written disclosure Brochure and Form CRS (Customer Relationship Summary) discussing our advisory services and fees remain available at https://waverly-advisors.com/ADV-Part-2A-Brochure and https://waverly-advisors.com/CRS.