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(801) 742-1042 | contact@hudson-oaks.com
412 W Rivers Edge Dr, Provo, UT 84604

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. 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.

Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Jacob Rust is an Investment Advisory Representative of, and offers Investment Advisory Services through, Portside Wealth Group, LLC an SEC Registered Investment Advisor. Hudson Oaks Wealth Management is independent of CIS and PWG. Portside Wealth Group, LLC, and their representatives do not provide tax or legal advice. Each firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability. All named entities are independent of each other.

To access Concorde’s Form Customer Relationship Summary (CRS), Privacy Policy and Form ADV, please click here.