Disclosures W3 Wealth Management Disclosure Documents Advisory Forms ADV2B Stephen M. Catalano ADV2B Frank Bevilacqua II ADV2B Frank Bevilacqua ADV2B Andrew Lamb ADV2B Kathleen McGrath ADV2B Shelby Morgan ADV2B Bill Schiffman ADV2B Amy Vaccaro ADV2B Additional Disclosure Documents ADV Part I Annual Update 2.2020 Valmark Form CRS Valmark Privacy Policy ValMark Advisers ADV Part 2A 6.2020 W3W ADV2A ValMark Wealth Solutions Wrap Fee Program Brochure 6.2020 We work hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication at all times.
