Compliance Disclosures

Social Media

Content published through our blog or social media profiles is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, or other professional advice. Information and data contained in such content is as-of the date of publication, and may be subject to change in the future without notice. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in our content should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. You are highly encouraged to consult with professionals of your choosing before taking any action based on our content.

Werba Rubin Papier Wealth Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. For more information about our services and disclosures, please refer to our Form ADV available here.

Educational

This material is purely intended to be general and educational in nature, and should not be construed as specifically tailored investment, financial planning, tax, legal, or other professional advice. Information and data contained herein is as-of the date of publication and may be subject to change in the future without notice. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained herein should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. You are highly encouraged to consult with professionals of your choosing before taking any action based on this material.

Werba Rubin Papier Wealth Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. For more information about our services and disclosures, please refer to our Form ADV available here.

Case Studies

Actual client:

Any client experiences or outcomes described herein may not necessarily be representative of all client experiences or outcomes. Past experiences or outcomes for certain clients do not guarantee similar results for other clients.

Werba Rubin Papier Wealth Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. For more information about our services and disclosures, please refer to our Form ADV available here.

Hypothetical Client

The experiences and outcomes described herein represent a hypothetical case study and not that of an actual client. Actual client experiences and outcomes may vary. Past experiences or outcomes for certain clients do not guarantee similar results for other clients.

Werba Rubin Papier Wealth Management LLC is a registered investment adviser with the U.S. Securities and Exchange Commission. For more information about our services and disclosures, please refer to our Form ADV available here.

Werba Rubin Papier Management LLC is registered as an investment adviser with the U.S. Securities and Exchange Commission.

Donor Advised Funds

All activities of charitable giving and participation in a donor-advised fund program are subject to the terms and conditions of the Charitable Trust and this Circular and are governed by an independent Board of Trustees (“Trustees”), who are responsible for all aspects of its operations. The Trustees reserve the right to modify the program at any time, subject to the provisions declared in the Declaration of Trust.