Disclosures

Click one of the following for more details about each topic (documents may open as a PDF):

FORM ADV Part 2A

FORM ADV Part 2B - Andrew Comstock

FORM ADV Part 2B - Brandy Branstetter

PRIVACY POLICY

Castlebar Asset Management, LLC DBA Beyond Wealth (“Beyond Wealth”) is a registered investment advisor offering advisory services in the States of Kansas, California, Missouri, Oklahoma, and Texas and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.

The information on this site is not intended as tax, accounting, or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment-making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Castlebar Asset Management, LLC DBA Beyond Wealth disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Beyond Wealth does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Beyond Wealth be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Beyond Wealth or a Beyond Wealth authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.