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© 2022 Great Waters Financial. All rights reserved.


DISCLOSURES

1. Form CRS

2. General Disclosure

Please remember to contact Great Waters Wealth Management, LLC (“GWWM”), in
writing, if there are any changes in your personal/financial situation or
investment objectives for the purpose of reviewing/evaluating/revising our
previous recommendations and/or services, or if you want to impose, add, to
modify any reasonable restrictions to our investment advisory services, or if
you wish to direct that GWWM to effect any specific transactions for your
account.  A copy of our current written disclosure Brochure discussing our
advisory services and fees continues to remain available upon request or
at www.greatwatersfinancial.com/disclosures.

3. Newsletter/Article that only goes to clients

Please remember that past performance may not be indicative of future results. 
Different types of investments involve varying degrees of risk, and there can be
no assurance that the future performance of any specific investment, investment
strategy, or product (including the investments and/or investment strategies
recommended or undertaken by Great Waters Wealth Management, LLC (“GWWM”), or
any non-investment related content, made reference to directly or indirectly in
this newsletter will be profitable, equal any corresponding indicated historical
performance level(s), be suitable for your portfolio or individual situation, or
prove successful.  Due to various factors, including changing market conditions
and/or applicable laws, the content may no longer be reflective of current
opinions or positions. Moreover, you should not assume that any discussion or
information contained in this newsletter serves as the receipt of, or as a
substitute for, personalized investment advice from GWWM.  Please remember to
contact GWWM, in writing, if there are any changes in your personal/financial
situation or investment objectives for the purpose of
reviewing/evaluating/revising our previous recommendations and/or services, or
if you would like to impose, add, or to modify any reasonable restrictions to
our investment advisory services. GWWM shall continue to rely on the accuracy of
information that you have provided.   GWWM is neither a law firm, nor a
certified public accounting firm, and no portion of the newsletter content
should be construed as legal or accounting advice.  A copy of GWWM’s current
written disclosure Brochure discussing our advisory services and fees continues
to remain available upon request or
at www.greatwatersfinancial.com/disclosures.  Please Note: Please advise us if
you have not been receiving account statements (at least quarterly) from the
account custodian.

4. Newsletter/Article of general circulation (including non-clients)

Please remember that past performance may not be indicative of future results. 
Different types of investments involve varying degrees of risk, and there can be
no assurance that the future performance of any specific investment, investment
strategy, or product (including the investments and/or investment strategies
recommended or undertaken by Great Waters Wealth Management, LLC (“GWWM”), or
any non-investment related content, made reference to directly or indirectly in
this newsletter will be profitable, equal any corresponding indicated historical
performance level(s), be suitable for your portfolio or individual situation, or
prove successful.  Due to various factors, including changing market conditions
and/or applicable laws, the content may no longer be reflective of current
opinions or positions. Moreover, you should not assume that any discussion or
information contained in this newsletter serves as the receipt of, or as a
substitute for, personalized investment advice from GWWM.  To the extent that a
reader has any questions regarding the applicability of any specific issue
discussed above to his/her individual situation, he/she is encouraged to consult
with the professional advisor of his/her choosing.  GWWM is neither a law firm,
nor a certified public accounting firm, and no portion of the newsletter content
should be construed as legal or accounting advice.  A copy of GWWM’s current
written disclosure Brochure discussing our advisory services and fees is
available upon request or at www.greatwatersfinancial.com/disclosures. Please
Note: If you are a GWWM client, please remember to contact GWWM, in writing, if
there are any changes in your personal/financial situation or investment
objectives for the purpose of reviewing/evaluating/revising our previous
recommendations and/or services, or if you would like to impose, add, or to
modify any reasonable restrictions to our investment advisory services. GWWM
shall continue to rely on the accuracy of information that you have
provided.  Please Note: IF you are a GWWM client, Please advise us if you have
not been receiving account statements (at least quarterly) from the account
custodian.

 * Careers
 * Secure Email
 * FAQ
 * Disclosures
 * Legal

© 2022 Great Waters Financial. All rights reserved.