Important Information About This Assessment
These questions are made available as an educational, self-help tool and are intended to provide an indication of your risk tolerance and not to provide tax, financial or legal advice. This assessment and/or accompanying score is not comprehensive and does not give specific or individualized investment advice, such as directing you to specific investment options, such as particular stocks or bonds. The results of this assessment should not be the sole or primary basis on which you make any financial, tax, legal or investment decision; you should consult a qualified financial professional before making any such decisions.
As your financial situation changes, you should review your investment goals, time period and personal financial situation and reassess whether you are saving enough to meet your savings and investing goals. Investments which seek to achieve higher rates of return are typically more volatile and involve a higher degree of risk.
David Sandhu, EverSource Wealth Advisors, LLC and Brighter Wealth LLC do not guarantee the tool’s accuracy in assessing risk tolerance or corresponding investment strategies.
Scores or investment profile results included in these materials are not intended to be investment advice or recommendations to you and may not be appropriate for your circumstances.
The score does not represent a recommendation or endorsement of any particular investment or investment style. Past performance does not guarantee future results. Please consider an investment option's objectives, risks, fees and expenses carefully before investing.
For more information on the investment services provided by David Sandhu , please review the EverSource Wealth Advisors Form CRS and Form ADV Parts 2A and 2B which you can obtain from David Sandhu or at www.eversourcewealthadvisors.com/