Disclaimer

Last updated: March 13, 2026

General Disclaimer

The information provided on this website is for general informational purposes only. It is not intended as, and should not be construed as, investment advice, tax advice, or legal advice.

Sub-Advisor Attribution

Zacks Wealth Partners utilizes Zacks Investment Management (ZIM) as an affiliate sub-advisor for certain investment strategies. All strategy performance data, Morningstar rankings, assets under management figures, and research methodologies referenced on this website are attributed to ZIM unless otherwise stated. These figures do not represent the independent track record or capabilities of Zacks Wealth Partners.

No Offer or Solicitation

Nothing on this website constitutes an offer to sell, or a solicitation of an offer to buy, any security or investment product. Advisory services are only provided to clients who enter into a formal advisory agreement with Zacks Wealth Partners.

Risk Disclosure

All investments carry risk, including the potential loss of principal. Past performance is not a guarantee or indication of future results. The value of investments and the income derived from them can go down as well as up.

Morningstar Rankings

Morningstar rankings referenced on this site are those of Zacks Investment Management and reflect ZIM's institutional composites. Rankings are based on risk-adjusted performance relative to peers within the same Morningstar category. Rankings may change over time and should not be the sole basis for making investment decisions.

Third-Party Information

Certain information on this website may be obtained from third-party sources believed to be reliable, but accuracy and completeness cannot be guaranteed.

Contact

For questions or concerns, please contact us at info@zackswp.com.