Risk IQ Test helped me assess my investment strategy. Now, I feel confident that my portfolio aligns perfectly with my comfort level. Highly recommend their insights!

Phil Ryerson

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A hand is holding a smartphone displaying a financial chart with fluctuations in orange lines. The background features blurred computer screens with a dark theme.

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Assess Your Investment Comfort Level

Contact us to align your portfolio with your comfort level.

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A close-up view of a smartphone displaying a financial app with a graph and numerical data, held by a hand. The screen shows the brand 'Wealthsimple'. Above it is part of a laptop keyboard with keys visible. The background consists of a wooden surface.

Assess your investment strategy and comfort level.

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Disclosures:

Investment advisory services are offered through doing business as Advisor Share Wealth Management (ASWM), LLC a registered investment advisor. ASWM and Bernaducci & Kugelov, LLC operate independently of each other. For a comprehensive overview of investment risks, fees, and services, please refer to the ASWM firm brochure (ADV Part 2A), obtainable from your Investment Advisor Representative or by contacting ASWM. The content provided on this checklist is for informational purposes only and should not be construed as a solicitation or recommendation of any investment strategy. Investments and/or investment strategies carry inherent risks, including the potential loss of principal. There is no guarantee that any investment strategy will achieve its objectives.

Bernaducci & Kugelov, LLC

14522 Three Ponds Trail

Delray Beach, FL 33446.

Office: 732-614-5832

RISk IQ Test