Bush Wealth Mobile 與 Sherman Wealth 使用情況與統計

The Bush Wealth Management mobile app provides our clients with secure access to view their account balances and holdings, activity and transactions, performance and reports, statements and tax forms, and more. /n Please remember to contact Bush Wealth Management (“Bush Wealth”), in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you want to impose, add to, or modify any reasonable restrictions to our investment advisory services, or if you wish to direct that Bush Wealth effect any specific transactions for your account. Bush Wealth shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received-please be guided accordingly. A copy of our current written disclosure Brochure discussing our advisory services and fees continues to remain available for your review upon request.