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.
Jeff McClure, CFP®
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.
Jeff McClure, CFP®