Status and Disclosure
The Personal Wealth Coach (“TPWC”) is an independent, fee-based, registered investment adviser, registered with the United States Securities & Exchange Commission. The Personal Wealth Coach® is a professional investment management firm located in the United States at 918 N. Main Street, P.O. Box 1029, Salado, TX 76571.
For a complete description of the services, practices, limitations, and all other relevant information please see The TPWC Form CRS and TPWC Firm Brochure , (a plain English disclosure brochure) or by reading it on the SEC Investment Adviser Public Disclosure website by clicking here: TPWC Brochure on SEC website. If you have any difficulties or wish to have assistance or need more information you are welcome to call us at (254) 947-1111 or (800) 914-7526, or you may email us by sending an email directly to any of the following:
Jeffrey W. McClure, CFP® (jeff@tpwc.com)
Jacob A. McClure, CIMA® (jake@tpwc.com)
Christy Rakowitz (christy@tpwc.com)
Dea Prall (dea@tpwc.com)
We will be more than happy to provide you with our form CRS (plain English brochure) either electronically or by regular USPS mail.
For a complete description of the services, practices, limitations, and all other relevant information please see The TPWC Form CRS and TPWC Firm Brochure , (a plain English disclosure brochure) or by reading it on the SEC Investment Adviser Public Disclosure website by clicking here: TPWC Brochure on SEC website. If you have any difficulties or wish to have assistance or need more information you are welcome to call us at (254) 947-1111 or (800) 914-7526, or you may email us by sending an email directly to any of the following:
Jeffrey W. McClure, CFP® (jeff@tpwc.com)
Jacob A. McClure, CIMA® (jake@tpwc.com)
Christy Rakowitz (christy@tpwc.com)
Dea Prall (dea@tpwc.com)
We will be more than happy to provide you with our form CRS (plain English brochure) either electronically or by regular USPS mail.