Regulatory Information

Turtle Creek WealthCare, Inc. doing business as Turtle Creek WealthCare (TCWC), registered as an investment adviser in multiple states, is allowed to transact business only in states in which we are registered or in which we are excluded or exempted from registration.

TCWC must be registered or exempted or excluded from registration in any state in which we follow up on individualized responses to persons in that state that involve either the rendering of personalized investment advice for compensation, or the effecting or attempting to effect transactions in securities. 

Our web site provides a medium for you to learn about our philosophy & approach, to read about our services, & to be able to contact us for more information. It is not intended to offer financial planning or investment advice through the Internet. Advice is offered only after a comprehensive review of a client's situation, goals, priorities, & risk preferences. There are no investment performance guarantees expressed or implied with our advice. Past performance is no guarantee of future results. TCWC does not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax or legal issues.

See TCWC's privacy policy here.