Disclosures

Sand Run Wealth Management LLC (“Sand Run Wealth Management” or “SRWM”) is an investment adviser registered with the State of Ohio. Registration as an investment adviser does not imply a certain level of skill or training.

The information contained on this website is provided for general informational and educational purposes only. Nothing on this website is intended to constitute individualized investment, financial, tax, accounting, or legal advice, or a recommendation to buy, sell, or hold any security.

Investment advisory services are provided only pursuant to an appropriate written agreement between Sand Run Wealth Management and the client.

Investment Risk

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. No investment strategy can guarantee a profit or protect against loss in all market conditions.

Information presented on this website should not be interpreted as a guarantee of any particular investment result or financial outcome.

Financial Planning, Tax and Legal Matters

Sand Run Wealth Management may provide financial planning and tax-aware planning as part of its advisory services.

Unless separately agreed in writing, SRWM does not provide legal services or prepare tax returns. Information regarding tax, estate planning, insurance, or legal matters is general in nature, and clients should consult an appropriately qualified professional when specialized advice or implementation is required.

Information on This Website

Sand Run Wealth Management seeks to provide accurate and current information; however, information on this website may change and may not always reflect the most recent developments.

SRWM does not represent or warrant that information provided on this website is complete, accurate, or appropriate for every person or circumstance.

Any market commentary, investment information, financial education, articles, or other materials appearing on this website are provided for informational purposes and should not be relied upon as individualized advice.

Third-Party Information and Links

This website may contain links to websites or information provided by third parties.

Such links are provided for convenience and informational purposes only. Sand Run Wealth Management does not control third-party websites and is not responsible for their content, security, availability, or privacy practices.

The inclusion of a third-party link does not necessarily constitute an endorsement of that third party, its services, or its content.

Electronic Communications

Information submitted through this website, email, scheduling tools, contact forms, or other electronic communications does not by itself establish an investment advisory relationship with Sand Run Wealth Management.

Please do not transmit highly sensitive personal or financial information through unsecured website forms or ordinary email unless specifically instructed to do so through an appropriate secure method.

Geographic Availability

Sand Run Wealth Management provides advisory services only in jurisdictions where the Firm and its investment adviser representatives are appropriately registered, licensed, notice-filed, or otherwise permitted to provide such services.

Nothing on this website should be construed as an offer or solicitation to provide investment advisory services in any jurisdiction where Sand Run Wealth Management is not authorized to do so.

Professional Designations

References to professional credentials or designations, including the Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER® certification, describe professional qualifications held by Alec Derrig.

Professional designations should not be interpreted as a guarantee of investment performance or financial results.

Charles Schwab

Sand Run Wealth Management generally recommends that investment-management clients establish accounts with Charles Schwab & Co., Inc. as qualified custodian.

Sand Run Wealth Management is independently owned and operated and is not affiliated with or controlled by Charles Schwab & Co., Inc.

Regulatory Disclosures

Additional information regarding Sand Run Wealth Management and Alec Derrig is available through the Investment Adviser Public Disclosure website maintained by the U.S. Securities and Exchange Commission.

Prospective and current clients are encouraged to review the Firm’s:

These documents contain important information regarding the Firm’s services, fees, investment practices, conflicts of interest, professional background, and privacy practices.