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Beta Wealth Group® is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Beta Wealth Group and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Beta Wealth Group® unless a client service agreement is in place.

Beta Wealth Group Tax & Accounting, PLLC ("BWG Tax") is a separate legal entity under common ownership with Beta Wealth Group, Inc. BWG Tax provides tax and accounting services and is not an SEC-registered investment adviser. Because of this affiliation, Beta Wealth Group and its personnel may have a financial incentive to recommend BWG Tax's services. Clients are under no obligation to use BWG Tax and may obtain similar services from other providers.