David Dunn Wealth, LLC (DDW) is a member firm of The Fiduciary Alliance, LLC which is a registered investment adviser. A copy of The Fiduciary Alliance’s current written disclosure statement discussing The Fiduciary Alliance’s business operations, services, and fees is available at the SEC’s investment adviser public information website www.adviserinfo.sec.gov or from The Fiduciary Alliance upon request. This website is for informational purposes only and should not be construed as investment advice or a recommendation to buy or sell any security or other investment, or to undertake any investment strategy. Opinions expressed herein are solely those of The Fiduciary Alliance, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. Information contained herein is for information purposes only and should not be construed as a solicitation for investment advice or for the purchase or sale of any securities, insurance or other investment products. David Dunn Wealth is not an accounting or CPA firm. While David Dunn holds a CPA designation, the firm does not provide accounting or public accountancy services. Content about Boeing and Microsoft benefits are for general information only – not personalized advice or a solicitation. DDW is independent and not affiliated with, endorsed by, or sponsored by Boeing, Microsoft, or their affiliates. References are illustrative only; accuracy not guaranteed.

David Dunn Wealth may only conduct business in those states in which The Fiduciary Alliance is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. The publication of this website should not be construed by any consumer and/or prospective client as DDW’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information resulting from the use of tools or other information on this site should not be construed as the receipt of, or a substitute for, personalized individual advice from David Dunn Wealth.

David Dunn Wealth does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to this website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users should be guided accordingly.

Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Any subsequent, direct communication by David Dunn Wealth 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.

For information pertaining to the registration status of The Fiduciary Alliance, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov.

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• Browser type utilized

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• Date and time of connection

• Pages viewed during the connection

• Date and time when the connection ends.

This information is used exclusively to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via email or subscribe links will be for internal use only and treated confidentially. We do not disclose personal information to any third parties without consent. Additional privacy information can be found in our privacy statement.

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If you have questions or concerns about our policy, please contact us at (425) 321-3000 or by email at info@daviddunn.com.

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