Legal
Licenses and disclosures.
Where our professionals are licensed to serve, and the disclosures that apply to everything on this website.
Where we serve
Be Wealth serves clients only in states where its professionals are properly licensed or registered. Availability can change as our team and licensing footprint grow. Currently, Be Wealth professionals are licensed to serve clients in the following states:
- Arizona
- California
- Connecticut
- Florida
- Georgia
- Illinois
- Kansas
- Massachusetts
- Missouri
- New Jersey
- New York
- North Carolina
- South Carolina
- Texas
- Virginia
If your state isn't listed, reach out and we'll let you know if or when we may be able to serve you.
How our professionals work
Be Wealth financial professionals are licensed through the Department of Finance in each state where they serve families. We coordinate with licensed insurance carriers and, where relevant, with clients' own tax and legal professionals so that strategies are built around documented, individual circumstances rather than generic recommendations.
Important disclosures
The information on this website is for educational purposes only and is not individualized investment, tax, or legal advice. Product availability and terms vary. Insurance guarantees are subject to the claims-paying ability of the issuing insurer. Consult qualified professionals regarding your individual circumstances. Be Wealth serves clients only in states where its professionals are properly licensed or registered.
Be Wealth provides general educational information about personal finance, insurance, retirement, and tax concepts. Nothing on this website is intended as, or should be taken as, legal, tax, investment, or accounting advice. Any financial decisions you make should be based on your individual situation and made in consultation with a qualified professional, such as a licensed financial advisor, insurance professional, attorney, or tax advisor.
Insurance products and services may be offered through properly licensed individuals and approved insurance carriers in authorized states only. Availability of products and features may vary by state and carrier. Past performance is not a guarantee of future results. All guarantees are subject to the claims-paying ability of the issuing insurance company.
Be Wealth does not provide fiduciary investment advisory services through this website. No material on this site constitutes a solicitation to buy or sell any security.