Disclosures

• Form ADV
• Firm SEC/IAPD Profile
• Adviser SEC/IAPD Profile
• Privacy Policy

Stella Maris Wealth is a Registered Investment Adviser (“RIA”) registered in the State of South Carolina. Stella Maris Wealth provides investment advisory services only in jurisdictions where it is properly registered or otherwise exempt from registration requirements.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

The information provided on this website is for general informational and educational purposes only. Nothing contained on this website should be construed as personalized investment advice, tax advice, legal advice, accounting advice, or a recommendation to purchase or sell any security or implement any investment strategy. The content presented may not be appropriate for every individual's circumstances. Financial decisions should be made only after consultation with qualified financial, tax, and legal professionals who are familiar with your specific situation.

All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results, and no investment strategy or financial planning process can guarantee a profit or protect against loss. Economic conditions, market fluctuations, interest rates, inflation, and other factors may affect investment performance. Investors should carefully consider their objectives, risk tolerance, and financial circumstances before making investment decisions.

Information presented on this website is believed to be obtained from sources considered reliable; however, Stella Maris Wealth does not guarantee the accuracy, completeness, or timeliness of any information provided by third parties. References to outside publications, websites, or other resources are provided solely as a convenience and should not be interpreted as an endorsement of their content, products, or services. Opinions expressed are those of Stella Maris Wealth unless otherwise indicated and are subject to change without notice.

All investments involve risk, including the possible loss of principal. Past performance is not indicative of future results, and no investment strategy or financial planning process can guarantee a profit or protect against loss. Economic conditions, market fluctuations, interest rates, inflation, and other factors may affect investment performance. Investors should carefully consider their objectives, risk tolerance, and financial circumstances before making investment decisions.

Additional information regarding Stella Maris Wealth's advisory services, fees, conflicts of interest, and business practices is available in our current Form ADV Part 2A (Firm Brochure) and Form CRS, if applicable. Prospective and current clients are encouraged to review these documents before engaging our services.

By providing your mobile number and opting in to receive SMS messages, you agree to receive conversational messages from Stella Maris Wealth Management, LLC.

• Message frequency: Message frequency may vary. On average, 1-2 messages per month.
• Message and data rates: Message and data rates may apply.
• Opt out: Reply STOP to cancel SMS messages at any time.
• Help: Reply HELP for help, or contact Stella Maris Wealth Management, LLC at 864-807-6333.
• Privacy policy: https://www.stellamariswealth.com/disclosures

Stella Maris Wealth is committed to protecting the confidentiality of your personal information. Please review our Privacy Policy for additional information regarding how we collect, use, safeguard, and disclose nonpublic personal information.

SMS Privacy Disclosures

We collect consumer data needed to provide SMS communications, which may include your mobile phone number, message content, and related opt-in and opt-out records.

We use this information to send and manage SMS messages, respond to requests, maintain records of consent, and support our business operations.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes. Any sharing is limited to service providers that support business operations.

Consumer data, including SMS consent and phone numbers, is not sold or shared for marketing purposes. Your data will not be transferred to external organizations.

We maintain safeguards to protect consumer data against unauthorized access, use, or sharing.

You can opt out of SMS communications at any time by replying STOP to any message.

You can contact the message sender through a valid contact method provided on this website.

If you have questions regarding these disclosures or would like additional information about Stella Maris Wealth or our advisory services, please contact us directly.