National Wealth Advisors, Inc.is a DBA of Summit Financial, LLC. Investment advisory and financial planning services offered through Summit Financial, LLC, ("Summit"), a SEC Registered Investment Adviser. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS and Summit are not affiliated companies. Investments through PKS or Summit are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY
The Summit Senior Management and Professional Strategy Team includes persons who are admitted attorneys and/or CPAs but they act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors. Any tax statements contained herein were not intended or written to be used, and cannot be used, for the purpose of avoiding U.S. federal, state or local taxes.