Disclosures & Documents
Documents
Code of Ethics: available on request.
Form CRS: not applicable. Form CRS is required for SEC-registered advisers and broker-dealers. FTPWC is registered with the states, not the SEC, so it does not post one.
Client login
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Important disclosures
Fiduciary Trust Private Wealth Counsel, LLC (“FTPWC”) is an investment adviser registered in Missouri and Kansas. Registration does not imply a certain level of skill or training. FTPWC may transact business only in states where it is registered or where it qualifies for an exemption or exclusion from registration. For information about FTPWC’s registration status, visit the Investment Adviser Public Disclosure website (adviserinfo.sec.gov) or contact the securities regulator in your state.
This website provides general information about FTPWC and its services. It is not an offer to sell, or a solicitation of an offer to buy, any security, and it is not personalized investment, legal, tax, or accounting advice. FTPWC does not render personalized advice over the Internet without first entering into an advisory agreement. Any communication with a prospective client in a particular state will be made by a representative who is properly registered or exempt in that state.
Client assets are held by Charles Schwab & Co., Inc., member SIPC, an independent qualified custodian. Schwab is not affiliated with FTPWC.
Investing involves risk, including possible loss of principal. No investment strategy can assure a profit or avoid loss. Past performance is not indicative of future results. Investments are not FDIC or NCUA insured, are not deposits of or obligations of any bank or credit union, are not guaranteed by any bank or credit union, and may lose value.
FTPWC’s advisers are licensed insurance agents who receive commissions on insurance and annuity products, and FTPWC pays certain credit unions for client referrals. These are conflicts of interest described in Form ADV Part 2A, Items 5, 10 and 14.
Links to third-party websites are provided for convenience only. FTPWC has not verified, and is not responsible for, the content of third-party sites.
FTPWC is not a law firm or accounting firm. Consult your attorney or tax professional about your own situation.
Kansas residents: on request, FTPWC will provide a copy of its professional liability insurance coverage within 30 days.
Nothing on this website waives or limits any rights you may have under federal or state law.