Private Client Wealth Advisory

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC

Headquartered at 80 State Street, Albany, NY 12207.

Purshe Kaplan Sterling Investments and Private Client Wealth Advirosry are not affiliated companies.

Investments through PKS or RIA are:

NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED BY ANY STATE OR FEDERAL AGENCY

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm.