Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. The Capital Concierge, LLC and CreativeOne Wealth are not affiliated entities. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice.

Licensed insurance professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. This material is for informational purposes only and should not be construed as a recommendation or advice for your particular circumstances.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations). 

Content provided by links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of the information provided on these websites.

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3200 Mesa Way, Suite A
Lawrence, KS 66049
Office: 785-251-0999
Fax: 785-576-1270
Hours: Mon-Fri 8am-5pm
office@thecapitalconcierge.net

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