New Wealth Advisors is an affiliate company of MFA – Moody, Famiglietti & Andronico, LLP. The views, opinions, positions or strategies expressed by New Wealth Advisors, the authors of this questionnaire and those providing comments are theirs alone, and do not necessarily reflect the views, opinions, positions or strategies of MFA – Moody, Famiglietti & Andronico, LLP.  MFA makes no representations as to accuracy, completeness, suitability, or validity of any information within this questionnaire and will not be liable for any errors, omissions, or delays in this information or any losses, injuries, or damages arising from its display or use.

This questionnaire contains general information that is not suitable for everyone. The information contained herein should not be construed as personalized investment advice. Past performance is no guarantee of future results. There is no guarantee that the views and opinions expressed in this questionnaire will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.

New Wealth Advisors, LLC (New Wealth Advisors) is an SEC registered investment adviser with its principal place of business in the State of Massachusetts. New Wealth Advisors and its representatives are in compliance with the current notice filing requirements imposed upon registered investment advisers by those states in which New Wealth Advisors maintains clients. New Wealth Advisors may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by New Wealth Advisors with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.