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Website Disclaimers & Disclosures

  • RichMark Private Wealth Management, LLC, doing business as Physicians Financial Design, is registered as an investment adviser with the State of Michigan, and only transacts business in states where it is properly registered, or is excluded or exempted from such requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators nor does it indicate that the adviser has attained a particular level of skill or ability.  Information on this website is directed toward U.S. residents only.


  • Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell securities.


  • Content associated with podcasts and/or blogs should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the presenter on the date of the podcast / blog and are subject to change. Content should not be viewed as personalized investment advice.


  • Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.


  • All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s portfolio.


  • Any tax and legal information discussed is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

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