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866.686.8462
info@yellowwoodwealth.com

1523 Elizabeth Ave.
Suite 210
Charlotte, NC 28204

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Oechsli to provide information on a topic that may be of interest. Oechsli is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Investment advisory services offered through tru Independence Asset Management, LLC., a Registered Investment Advisor with the U.S. Securities and Exchange Commission, 15350 SW Sequoia Parkway, Suite 250, Portland, OR 97224, (971) 371-3450. Certain representatives of YellowWood Wealth Solutions, LLC are also Registered Representatives offering securities through APW Capital, Inc., a registered Broker Dealer and Investment Advisor, Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800) 637-3211. APW Capital, Inc. and YellowWood Wealth Solutions are not affiliated companies. YellowWood Wealth Solutions, LLC and its agents are presently licensed to sell life, disability, and long term care insurance in the following states: NC, SC, VA, FL, NY, and OH. Insurance services are limited to residents of the above listed states. However, we can be licensed in other states as dictated by client location and situation.

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