Private Wealth Financial Partners
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Family Legacy Pyramid

Contact

Private Wealth Financial Partners

Office: 925.659.0372

Office: 925.659.0334

Fax: 925.804.2472

3000 Executive Parkway

Suite 400

San Ramon, CA 94583

pwfpartners@lfg.com

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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.

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Arizona, California, Florida, Hawaii, Idaho, Illinois, Maryland, Massachusetts, Montana, Nevada, New York, Ohio, Oregon, Tennessee, Texas, Virginia, Washington

Insurance: California, Florida, Indiana, Maryland, Massachusetts, Nevada, New Mexico, New York, Ohio, Oregon, Washington

Duncan Eng: California Insurance License #0B44076

Edward Rusnak: California Insurance License #0E78894

Heather Onesto: California Insurance License #0K87120

Joseph Yang: California Insurance License #0H84609

Marco Grelli: California Insurance License #0H77829

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Private Wealth Financial Partners is a marketing name for registered representatives of Lincoln Financial Advisors Corp.

CRN-4962618-092222

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.