David Dunn Wealth LLC (DDW) is a member firm of The Fiduciary Alliance LLC which is a Securities and Exchange Commission-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.

Content contained herein is for informational purposes only and is not intended and should not be construed as personalized investment advice or an offer for the purchase or sale of any security, insurance, or other investment product.  Investments involve the risk of loss, including possible loss of principal.  Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here.  Content provided may be obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness. DDW does not provide accounting or public accountancy services.

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 DDW.

Educational Content

The content produced by David Dunn Wealth LLC — including videos, articles, emails, and social media posts — is financial education, not personalized financial, tax, or legal advice. It is designed to help executives and professionals understand complex planning concepts so they can ask better questions and have more informed conversations with their own advisors. No content published by David Dunn Wealth LLC should be interpreted as a recommendation to take any specific action. Individual circumstances vary significantly, and what may be appropriate for one person may not be appropriate for another. Always consult your own qualified financial, tax, and legal professionals before implementing any strategy.

DDW is independent and not affiliated with, endorsed by, or sponsored by Boeing, Microsoft, Amazon, or their affiliates. References to these companies are for illustrative purposes only and do not imply any relationship or endorsement. 

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.

Social Media and Video Content

Content published by David Dunn Wealth LLC on third-party platforms, including but not limited to YouTube, LinkedIn, Instagram, and other social media channels, is provided for informational purposes only and is subject to the same limitations described in this disclosure. Such content does not constitute personalized investment advice and should not be relied upon as the basis for any investment decision. David Dunn Wealth LLC makes no representations as to the accuracy or completeness of any content distributed through third-party platforms and takes no responsibility for how such content may be accessed, shared, or redistributed by others.

Examples and Case Studies

Examples, scenarios, and case studies presented in David Dunn Wealth LLC content are hypothetical and illustrative only. They are designed to demonstrate how certain strategies or mistakes may apply in general terms. They do not represent the experience of any actual client, and results will vary based on individual circumstances, market conditions, plan provisions, and other factors. No example should be interpreted as a prediction or guarantee of any particular outcome.

Tax Content

Much of the content produced by David Dunn Wealth LLC involves federal and state tax concepts, including strategies such as Net Unrealized Appreciation, Roth conversions, after-tax 401k contributions, and related topics. This content is general and educational in nature. Tax laws change frequently, and the applicability of any strategy depends heavily on individual facts and circumstances. Nothing in this content constitutes tax advice, and David Dunn Wealth LLC does not provide tax preparation or accounting services. Before taking any action with tax implications, consult a qualified tax professional who understands your specific situation.

Third-Party Links

This website may contain links to third-party websites for your convenience. David Dunn Wealth LLC does not control, endorse, or make any representations as to the accuracy, completeness, or suitability of any content on linked third-party websites, and takes no responsibility therefor. The inclusion of any link does not imply a recommendation or endorsement of the linked site. You access any third-party website at your own risk, and David Dunn Wealth LLC encourages you to review the privacy policies and terms of use of any site you visit.

Website Privacy: David Dunn Wealth LLC values your right to privacy. When you visit our website, we collect the following data:

• Browser type utilized
• Geographic region from which the connection originates
• 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.

COPYRIGHT All domestic and international rights are reserved. No part of this website, including text, graphics, or other elements, may be reproduced or copied in any format, electronic, print, or otherwise, without written consent from David Dunn Wealth LLC.

THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY ‘LINKED’ WEBSITE.

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

Copyright David Dunn Wealth LLC.