Legal and Business Disclosures

WealthKeep LLC , a Commonwealth of Pennsylvania domiciled Limited Liability Corporation, owns and operates subsidiary brands, and Be The Money Coach ©  (collectively known as “WealthKeep”). is a direct provider of Advanced Wealth Protection solutions, and a publisher of public educational content. Readers should not regard public content as investment recommendations or personal financial planning advice. Only contracted private clients receive personalized direction. Advanced Wealth Protection solutions are for retirees and seasoned private clients. This is a specialized practice devoted to wealth protection and preservation strategies in five key areas: Asset protection, preserving purchasing power, eliminating the possibility of market losses, generating lifetime income streams, and insuring your legacy. is a dual purpose enterprise, a program designed to work with younger people seeking direction in the development of wealth, reducing their debt, and designing livable budgets (Twenty Minute Money©); an a professional practice development firm for professional money coaches (Be The Money Coach ©) through group and individual consulting, and a publisher of public educational content.  Readers should not regard public content as a investment recommendations or personal financial planning advice. Only contracted private clients receive personalized direction.

No principal or employee of WealthKeep LLC or its subsidiary brands holds themselves out as an investment adviser or FINRA registered representative, regardless of a long history in those fields, or any previous or current affiliations in those separate professional roles. The managing principal of  WealthKeep LLC is a Certified Financial Planner and Certified Coach.

Under Section 202(a)(11)(A)-(E) of the Advisers Act, WealthKeep LLC and its subsidiary brands are expressly excluded  from the definition of an investment adviser, and are thus exempt from registration. As stated by the Securities and Exchange Commission:

Publishers of bona fide newspapers, news magazines, and business or financial publications of general and regular circulation. Under a decision of the United States Supreme Court, to enable a publisher to qualify for this exclusion, a publication must satisfy three elements: (1) the publication must offer only impersonal advice, i.e., advice not tailored to the individual needs of a specific client, group of clients, or portfolio; (2) the publication must be “bona fide,” containing disinterested commentary and analysis rather than promotional material disseminated by someone touting particular securities, advertised lists of stocks “sure to go up,” or information distributed as an incident to personalized investment services; and (3) the publication must be of general and regular circulation rather than issued from time to time in response to episodic market activity or events affecting the securities industry. See Lowe v. Securities and Exchange Commission, 472 U.S. 181 (1985).

WealthKeep does not sell securities or render investment advisory services. WealthKeep, its principals, employees, agents and authors are not acting in the capacity of registered representatives, registered investment advisers, attorneys, CPA’s or other registered financial service professionals, and do not render legal, tax, accounting, or investment advice. Web pages and blog posts are for general information only, solely intended for the purpose of introducing WealthKeep’s coaching, consulting and training services to a public audience and financial professionals so that interested individuals may evaluate the themes and content of our offerings and consider becoming private clients. No information, forward looking statements, or estimations presented herein represent any final determination on investment performance and neither WealthKeep nor its developers are acting in the capacity of investment advisor or securities broker. While the information presented in this website has been researched and is believed to be reasonable and accurate, any investment you make has risks associated. WealthKeep and/or its agents cannot and do not guarantee any rate of return, performance or investment timeline based on the general information presented herein. By reading and reviewing the information contained in this website, the user acknowledges and agrees that WealthKeep and/or its principals, employees and agents do not assume and hereby disclaim any liability to any party for any loss or damage caused by the use of the information contained herein, or errors or omissions in the information contained in this website, to make any investment decision, whether such errors or omissions result from negligence, accident or any other cause. We want you to enjoy our website, pages and blog, but readers are required to conduct their own due diligence, investigations, analysis, draw their own conclusions, and make their own decisions, alone or with the assistance of a licensed, registered, certified and/or competent financial professional. Any areas concerning taxes or specific legal or technical questions should be referred to lawyers, accountants, consultants, brokers, or other professionals licensed, qualified or authorized to render such advice. In no event shall WealthKeep and/or its agents be liable to any party for any direct, indirect, special, incidental, or consequential damages of any kind whatsoever arising out of the use of this website or any information contained herein. WealthKeep and/or its agents specifically disclaim any guarantees, including, but not limited to, stated or implied potential profits, rates of return, or investment timelines discussed or referred to herein. The information contained on this web site are the opinions of the individual authors based on their personal observation, research, and years of experience, and should never be construed as a recommendation.

In its routine course of business WealthKeep uses brand and entity names which enjoy protection under U.S. Trademark and Copyright law. Additionally, the following list includes other proprietary names, phrases and proprietary slogans and taglines that are owned by WealthKeep LLC, and protected by U.S. Trademark and Copyright law:

    • WealthKeep Advanced Wealth Protection.
    • Never. Lose. Money.
    • For people who can’t afford to lose money.
    • Fix the Investor. Fix the Investments.
    • Passive Make. Active Keep.
    • The WealthKeep Journal.
    • Twenty Minute Money.
    • Be The Money Coach.

Any use of the preceding entity names, proprietary phrases or proprietary slogans and taglines owned by WealthKeep LLC without express consent of WealthKeep LLC will be in violation of U.S. Trademark and Copyright laws and will be prosecuted under the appropriate laws and regulations.