TrustDesign is a financial risk management law firm, designing wealth strategy plans for families and business owners through the Family Wealth Pathway and Business Wealth Pathway processes.

 


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IMPORTANT CONSUMER INFORMATION

Representatives of TrustDesign offer securities products through ValMark Securities, Inc., an FINRA registered broker-dealer. While ValMark Securities, Inc. is registered to sell securities products in all 50 United States and the District of Columbia, representatives of TrustDesign are only registered to sell securities products in Arizona, Florida, Georgia, MAssachusetts, Maine North Carolina, New Hampshire, New Jersey, New York, Oregon, Rhode Island, Texas, and Virginia. Certain representatives of TrustDesign are also licensed to sell insurance products in Massachusetts, Rhode Island, Connecticut, New Hampshire, Maine, Florida, and Georgia. Certain representatives of TrustDesign are also registered to offer investment advisory products in Arizona, Florida, Georgia, Massachusetts, Maine, North Carolina, New Hampshire, New Jersey, and Rhode Island through ValMark Advisers, Inc., a SEC Registered Investment Advisor. Through its affiliation with ValMark Advisers, Inc., certain representatives of TrustDesign are registered to provide investment advisory services in Massachusetts and Rhode Island.The information included herein should not be considered a solicitation or an offer to sell products or services in any state besides those in which the representatives of TrustDesign are properly registered/licensed.

Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. Investment advisory services offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor, 130 Springside Drive, Suite 300, Akron, OH 44333-2431 * 800.765.5201. TrustDesign is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.