Chimera Wealth's Disclosures

This website and information are provided for information purposes only. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. This website and information are not intended to provide investment, tax, or legal advice. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. No advice may be rendered by Chimera Wealth, LLC unless a client service agreement is in place.

This website may provide links to others for the convenience of our users.  Our firm has no control over the accuracy or content of these other websites. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. No party assumes liability for any loss or damage resulting from errors or omissions or reliance on or use of this material.

Registration Information:

Chimera Wealth, LLC (“CW”) is a state registered investment advisor. CW may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. CW’s website is limited to the dissemination of general information pertaining to it’s advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of CW’s website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Chimera Wealth, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.

Privacy Policy:

Chimera Wealth, LLC respects the privacy of all clients and prospective clients (“customers”), both past and present.  It is recognized that you have entrusted our firm with non-­public personal information and it is important that both access persons and customers are aware of firm policy concerning what may be done with that information.

We collect personal information about clients from the following sources:
  • Information clients provide to complete their financial plan or investment recommendation
  • Information clients provide in engagement agreements, account applications, and other documents completed in connection with the opening and maintenance of their accounts
  • Information clients provide verbally
  • Information received from service providers, such as custodians, about client transactions
Our firm does not disclose nonpublic personal information about our clients to anyone,  except in the following circumstances:
  • When required to provide services our clients have requested
  • When our clients have specifically authorized us to do so
  • When required during the course of a firm assessment (i.e., independent audit)
  • When permitted or required by law (i.e., periodic regulatory examination)

Within the firm, access to customer information is restricted to personnel that need to know that information.  All access persons and service providers understand that everything handled in firm offices are confidential and they are instructed to not discuss customer information with someone else that may request information about an account unless they are specifically authorized in writing by the customer to do so.  This includes, for example, providing information about a spouse’s IRA account or to adult children about parents’ accounts, etc.

To ensure security and confidentiality, the firm maintains physical, electronic, and procedural safeguards to protect the privacy of customer information. The firm will provide you with its privacy policy on an annual basis per federal law and at any time, in advance, if firm privacy policies are expected to change.