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Legal Disclaimer
CBM Wealth Advisory Inc. is a proud member of the Integrated Advisory™ network. The Integrated Advisory™ network was founded and isadministered by Integrated Advisory Professional Network Inc. (“IAPN”). Our membership allows us to access the Integrated Advisory™network’s broad range of resources so that we can provide the reach and strengths of a national firm to deliver a holistic and IntegratedAdvisory Experience (“IAE”) to our clients. The Integrated Advisory™ network comprises independent firms, independent advisors,consultants, and service providers (each an “Integrated Advisory™ network Member”) along with their respective affiliates, whocollaborate to offer a diverse range of value-adding services to benefit you. Though there is cooperation and sharing within the IntegratedAdvisory™ network and by and amongst the different Integrated Advisory™ network Members and their affiliates, which IAPN helps topromote, they are completely separate and independent businesses and legal entities that are not in any way liable or responsible for actsand omissions of another Integrated Advisory™ network Member or IAPN.Visit www.integratedadvisory.com/aboutus for more information regarding the Integrated Advisory™ network, Integrated Advisory™network Members and their affiliates. The Integrated Advisory™ network trademark is owned by IAPN and licensed to IntegratedAdvisory™ network Members. The Integrated Advisory™ network products and services are proprietary to IAPN.
Privacy Disclaimer
CBM Wealth Advisory Inc. is a member of the IIntegrated Advisory™ network. The Integrated Advisory™ network was founded and is administeredby Integrated Advisory Professional Network Inc. (“IAPN”). Our membership allows us to access the Integrated Advisory™ network’sbroad range of resources so that we can provide the reach and strengths of a national firm to deliver a holistic and Integrated AdvisoryExperience to our clients. The Integrated Advisory™ network comprises independent firms, independent advisors, consultants, andservice providers (each an “Integrated Advisory™ network Member”) along with their respective affiliates, who collaborate to offer adiverse range of value-adding services to benefit you. As an Integrated Advisory™ network Member, CPA Firm and other IntegratedAdvisory™ network Members and their affiliates may share your personal information with each other and use it in connection with ourrelationship with you for the provision of our products and services, all in accordance with this privacy policy.Visit www.integratedadvisory.com/aboutus for more information regarding the Integrated Advisory™ network, Integrated Advisory™network Members and their affiliates.