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Marshall & Sterling Wealth Advisors, Inc.

Office: 845-554-1046

Toll-Free: 855-679-3258

Fax: 845-625-1640

110 Main Street

Poughkeepsie, NY 12601

info@ms-wealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Marshall & Sterling Wealth Advisors, Inc. (“Marshall & Sterling” or the “Firm”) is a registered investment adviser with its principal place of business in the State of New York. Marshall & Sterling may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

Marshall & Sterling’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of the Firm’s website on the Internet should not be construed by any consumer and/or prospective client as Marshall & Sterling’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Marshall & Sterling does not provide tax or legal advice. You should contact your tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. The Firm does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Marshall & Sterling’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly. Past performance is no guarantee of future results. Any subsequent, direct communication by Marshall & Sterling 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 pertaining to the registration status of Marshall & Sterling, please refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov). For additional information about Marshall & Sterling, including fees and services, send for the Firm’s Disclosure Brochure using the contact information herein. Please read the Disclosure Brochure carefully before you invest.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Marshall & Sterling Wealth Advisors, Inc., a registered investment advisor. Marshall & Sterling Wealth Advisors, Inc. is a separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, AR, CA, CO, CT, FL, GA, MD, MA, NJ, NM, NY, NC, PA, RI, SC, TN, TX, USVI, VA, WA, WI.