Legal

This site has been designed for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced on this site.  Such offers can only be made where lawful under applicable law. Wealth Management Partners and Sowell Management does not intend to provide investment advice through this site and does not represent the securities or services discussed are suitable for any individual investor. Investors are not advised to rely on any information contained in the site in the process of making a fully informed investment decision. Wealth Management Partners and Sowell Management does not, and this site does not intend to render tax or legal advice. Certain portions of this website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of and/or provide access to Wealth Management Partners and Sowell Management (and those other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).

At certain places on our website, we offer direct access or ‘links’ to other internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Wealth Management Partners and Sowell Management. Wealth Management Partners and Sowell Management does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained therein until consulting with an independent finance professional. Wealth Management Partners and Sowell Management does not necessarily endorse or recommend any commercial product or service described at these websites.

Wealth Management Partners is a marketing name used when offering advisory services through Sowell Management, a registered investment adviser.  Sowell Management is an investment adviser, registered with the Securities and Exchange Commission; being registered with the SEC does not imply a certain level of skill or training.

Awards: Third‐party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client, nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted, no fee was paid for consideration of any ranking or award.  The 2022 and 2023 Southern Maryland Best of the Best is sponsored and granted by Southern Maryland News, which were published December 1, 2022 and December 1, 2023.  The Ralph S. DeVito Achievement Award is sponsored by and granted by the Investment Center.  This award was granted to Joyce Cool and Robert Ramos in 2019.