Last updated on November 21, 2024.Please read these terms and conditions of use (“Terms”) carefully before using the website located at www.relationwealth.com (“Website”) or any of the information or services provided by Relation Wealth Management, Inc. (collectively “Company”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Company in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

Company reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

We do not pass any individual’s consent to receive SMS from the Company to any third party. We do not share phone numbers with third parties for the purpose of allowing those third parties to send SMS.

If you have consented to receive SMS text messages from the Company, you may receive text messages related to services provided. Message and data rates may apply. Message frequency may vary. You can opt-out at any time by texting “STOP.” For assistance, text “HELP” or visit our Privacy Policy HERE .

Third Party Websites:

Company may utilize third party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website which has been independently developed by others. As such, while accessing this Website you may be linked to such other third-party servers. Access to other websites or use of any third-party tools or programs on this website are subject to all terms and conditions found therein.

Last updated on November 21, 2024.

Disclosure Information

Last updated on July 1, 2024

Relation Wealth Management, Inc. (“Company”, “we”, “our”, or “us”) is a SEC-registered investment adviser located in Tulsa, Oklahoma. Company provides investment advisory and related services for clients nationally. Company will maintain all applicable registration and licenses as required by the various states in which Company conducts business, as applicable. Company renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.  

Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This website is intended to provide general information about Company and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies, and to be able to contact us for further information.

Any market data, articles, or other content on this website is based on generally available information and is believed to be reliable. Company does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.

Please remember that it remains your responsibility to advise Company, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or modify any reasonable restrictions to our investment advisory services.

Company will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us at connect@relationwealth.com to request a free copy via .pdf or hardcopy.