Client Resources

Welcome to the Wealth MD Client Resources page, your central hub for accessing important documents and financial resources. Here, you can conveniently download essential forms, guides, and reports directly to your device.

How to Download Documents

Downloading your documents is quick and easy. Just follow these two simple steps:

Click on the file name to expand the menu and view more details.
Click the “Download PDF” button to save the document to your device.

Once downloaded, you can view, print, or save the document for future reference.

Need Assistance?
If you have any questions or need help accessing a document, feel free to reach out. Additionally, if you would prefer to receive any of these documents via email, let us know, and we’ll be happy to send them directly to your inbox.

For further assistance, please Contact Us.

Customer Relationship Summary

Our Customer Relationship Summary (CRS) provides a clear overview of our services, fees, and responsibilities to help you make informed decisions about your financial future. We encourage you to review this document to better understand how we work with you and how we are committed to serving your best interests.

Revised ADV Part 2A

The Revised ADV Part 2A document provides an in-depth overview of our services, fees, investment strategies, and the practices that guide our firm. This essential disclosure ensures that our clients and prospective clients have a clear understanding of how we operate and manage their financial well-being.

Revised ADV Part 2B

The Revised ADV Part 2B document provides important disclosures about our advisory services, including details about the qualifications, experience, and background of WealthMD’s financial advisors. This document is designed to offer transparency and help you make informed decisions when selecting the right advisory professional for your financial needs.

Suitability Form

The Suitability Form helps us gather important information about your financial situation, investment objectives, and risk tolerance. This ensures that the strategies we recommend are well-aligned with your personal circumstances and long-term aspirations.

Our Privacy Policy outlines how we collect, use, and safeguard the data you share with us. It’s part of our commitment to transparency and your trust.