Disclosures:

Disclosures:

Advisory services offered by Apriem Advisors (“Apriem”), a registered investment adviser with the United States Securities and Exchange Commission in accordance with the Investment Advisers Act of 1940. Any reference to or use of the terms “registered investment adviser” or “registered,” does not imply that Apriem Advisors or any person associated with Apriem Advisors has achieved a certain level of skill or training. Apriem Advisors may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, notice filed, or where we qualify for an exemption or exclusion from registration requirements. For complete information about our firm, please refer to our Form ADV Part 2A, 2B and CRS at any time. 

Apriem Advisors has partnered with Wealth.com, an independent platform for estate planning services. Apriem Advisors is not a law firm and does not provide legal advice. All legal questions or final reviews must be addressed with Wealth.com’s representatives or a licensed attorney retained by the Client.

The information contained herein is not written or intended as financial, tax or legal advice. The information provided herein may not be relied on for purposes of avoiding any federal tax penalties. You are encouraged to seek financial, tax and legal advice from your professional advisors. You should consult your tax and/or legal advisors before implementing any transactions and/or strategies concerning your finances.

The term “plan” or “planning”, when used herein, does not imply that a recommendation has been made to implement one or more financial plans or make a particular investment. Nor does this article provide legal, accounting, financial, tax or other advice. Rather, this article and the illustrations therein provide a summary of certain potential financial strategies.