CPE Information

Insurance products are offered through the insurance business Campbell & Co Insurance Advisors. Campbell & Co Wealth Advisors and CPAs is an Investment Advisory practice that offers products and services through Impact Partnership Wealth, LLC (IPW), a Registered Investment Adviser. IPW does not offer insurance products. The insurance products offered by Campbell & Co Insurance Advisors are not subject to Investment Advisor requirements. Campbell & Co Insurance Advisors and IPW are not affiliated companies.

Tax planning services are offered through the tax firm Campbell & Co Wealth Advisors and CPAs. IPW does not offer tax planning services. The tax planning services offered by Campbell & Co Wealth Advisors and CPAs are not subject to investment Advisor requirements. Tax planning services referenced are an outside business activity not offered through or supervised by IPW.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Market Guard® is an SEC registered investment adviser located in Englewood, Colorado. Market Guard® provides model portfolios and investment products to IPW. 3409419 – 04/24