Investment advice is offered through Start Smart, Inc. Start Smart is a registered investment adviser offering advisory services in the State of North Carolina and in other jurisdictions where exempted.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Ryan Seawell, CFP®, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by my 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.
This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.
Advisory services are offered through Start Smart, an investment advisor firm domiciled in the State of North Carolina. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
For information concerning the status or disciplinary history of a broker-dealer, investment advisor, or their representatives, a consumer should contact their state securities administrator.
We respect the privacy of all clients and prospective clients (“customers”), both past and present.
It is recognized that you have entrusted our firm with non-public, personal information and it is important that both access persons and customers are aware of firm policy concerning what may be done with that information.
We gather information about you so that we can:
We collect personal information about clients and customers from the following sources:
We do not disclose non‐public, personal information about our customers to anyone, except in the following circumstances:
Access to customer information is restricted to personnel that must know that information to complete the services requested. All access persons and service providers understand that everything handled in firm offices are confidential and they are instructed to not discuss customer information with someone else that may request information about an account unless they are specifically authorized in writing by the customer to do so. This includes, for example, providing information about a spouse’s IRA account or to adult children about parents’ accounts, etc.
To ensure security and confidentiality, the firm maintains physical, electronic, and procedural safeguards to protect the privacy of customer information.