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Guillermo (William) Silesky, Investment Advisor Representative, (the “Representative”) Tax Smart Investing & Planning, and Simplicity Wealth, LLC (the “Firm”). Firm is registered as an investment adviser with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940, as amended (the“Advisers Act”). Representative desires to become an independent contractor of Firm and to perform investment advisory related services on behalf of Firm as its investment adviser representative in accordance with this Agreement. Representative is aware that Firm will disclose confidential business information to
Representative, including client and other information, in reliance upon Representative’s commitments in this Agreement. Our Form ADV disclosure documents are available upon request or on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. Trading instructions sent via e-mail may not be honored. Please contact my office at 714-510-2558 for all buy/sell orders. Please be advised that communications regarding trades in your account are for informational purposes only. You should continue to rely on confirmations and statements received from the custodian(s) of your assets.

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 to provide information on a topic that may be of interest. 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.

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