Tortoise Wealth Management

Wealth Advisor

(480) 242-1553 stephen@tortoisewealth.com

Contact

Mobile: (480) 242-1553

4667 South Lakeshore Drive

Suite 1

Tempe, AZ 85282

AZ Insurance Lic. #17664410

stephen@tortoisewealth.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.

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No Rendering of Advice

Tortoise Wealth Management ("Tortoise Wealth") is a Registered Investment Advisor registered in the state of Arizona. Tortoise Wealth provides asset management and related services for clients nationally. Tortoise Wealth will file and maintain all applicable registrations as required by the state securities regulators and/or the Securities and Exchange Commission ("SEC"), as applicable. Tortoise Wealth renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about Tortoise Wealth. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute a client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney and/or financial advisor.

Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Clients should seek the advice of an accountant or Certified Public Accountant (CPA).

Accuracy of Information

While we make reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free.

We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

Disclaimer of Warranties and Limitations of Liability

This website is provided on an "as is" and "as available" basis. Use of this website is at your own risk. We and our suppliers disclaim all warranties. Neither we nor our suppliers shall be liable for any damages of any kind with the use of this website.

Links to Third Party Websites

For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.

Tortoise Wealth will provide all prospective clients with a copy of our current ("Brochure" and “Brochure Supplement”) prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.

If you have any questions regarding Compliance and Regulatory information, please Contact Us .