Important Disclosures

Website Disclosures

Hudson & Associates Wealth Management LLC (“Hudson & Associates”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Hudson & Associates may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Hudson & Associates’ website hudsonwmgroup.com (referred to herein as the “Website”) is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Hudson & Associates’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Hudson & Associates with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Hudson & Associates does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Certain portions of the Website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Hudson & Associates’ (and those of other investment and non-investment professionals) positions and/or opinions as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current positions and/or opinions. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Hudson & Associates or from any other investment professional. Hudson & Associates is neither an attorney nor an accountant, and no portion of the Website content should be interpreted as legal, accounting or tax advice.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Website, to release and hold harmless Hudson & Associates its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Hudson & Associates.

Personnel of Hudson & Associates hold the designations or educational experience referenced in the Website. You may request a copy of the Brochure Supplements for the personnel of Hudson & Associates for additional information regarding the education, business experience and professional designations of the investment adviser representatives of Hudson & Associates.

Investment Risk

All investing involves risk, including the possible loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment, strategy, or recommendation will be profitable or suitable for a client’s portfolio. Diversification and asset allocation do not ensure a profit or protect against loss.

Past Performance

Past performance is not indicative of, and is no guarantee of, future results. Any historical references are provided for context only and should not be interpreted as a prediction or guarantee of future outcomes.

Estate & Legacy Planning

Estate and legacy planning references describe coordination support we may provide alongside your attorney and tax professionals. We do not draft legal documents or provide legal advice. The preparation and execution of wills, trusts, and other estate documents should be handled by a licensed attorney.

Insurance

To the extent insurance or related solutions are discussed, such products are offered only in jurisdictions where properly licensed, and guarantees associated with any insurance product are subject to the claims-paying ability of the issuing company. [Insert applicable insurance licensing and affiliation disclosures, or remove this section if not applicable.]

“Family Office” References

References to a “family office” experience or approach describe the personalized, relationship-centered service model Hudson & Associates seeks to provide. They are descriptive of our service style and do not imply that the firm operates as, or is exempt under, the “family office” provisions of the Investment Advisers Act of 1940.

Third-Party Links and Custodians

This website may contain links to third-party websites, including client login portals and custodian platforms such as those operated by Charles Schwab and Envestnet. By clicking such a link, you will leave the Hudson & Associates website and enter a third-party website. Hudson & Associates is not responsible for the content, security, privacy practices, or availability of third-party websites, and a link does not constitute an endorsement.

Awards, Recognition, and Third-Party Statements

Any reference to an award, honor, or recognition (for example, recognition associated with the Economic Club of Oklahoma) is included for informational purposes only. Such references are not, and should not be interpreted as, an endorsement of the firm or a guarantee of future performance. The recognition referenced above was given to Chase Hudson by the Economic Club of Oklahoma on April 22, 2024, in acknowledgment of his commitment to excellence, financial education, and the business community. No compensation was paid, directly or indirectly, to the Economic Club of Oklahoma in connection with the recognition.

Testimonials and Endorsements

This website does not currently include client testimonials or endorsements. If testimonials or endorsements are used in the future, they will include all disclosures required by the SEC Marketing Rule, including whether the person is a client and whether any compensation was provided, along with applicable conflict-of-interest disclosures.

Performance Advertising

This website does not present investment performance results. Should the firm advertise performance in the future, it will do so in accordance with the SEC Marketing Rule, including any required time periods, net-of-fee presentations, and accompanying disclosures.

Conflicts of Interest

Like all advisory firms, Hudson & Associates may face conflicts of interest. We seek to identify, mitigate, and disclose material conflicts. A description of our conflicts and how we address them is provided in our Form ADV Part 2A brochure.

Securities Offered Through Simplicity Investments, Inc.

Securities offered through Simplicity Investments, Inc., Member FINRA/SIPC, 475 Springfield Ave, Summit, NJ 07901, (303) 797-9080. Hudson & Associates Wealth Management LLC and Simplicity Investments, Inc. are not affiliated.

Additional Information

For more information about Hudson & Associates, please review our Form ADV Part 2A brochure and our Form CRS relationship summary, or visit the SEC Investment Adviser Public Disclosure website at adviserinfo.sec.gov.