Wealthcrest Financial Services, LLC

WealthCrest Financial Services, LLC is a Registered Investment Adviser providing financial planning and consulting services since January 1, 2004. The firm offers financial planning services, consulting services, and investment supervisory services to a range of clients, including individuals, high-net-worth individuals, and pension and profit-sharing plans. WealthCrest's investment management fee varies but generally ranges between 0.45% and 1.20%, with a maximum fee of 2%. The firm utilizes the Cambridge Managed Account Platform (CMAP) and the Cambridge WealthPort Wrap program for investment management services. Clients have the option to impose restrictions on investing in certain securities based on their values or beliefs. WealthCrest does not charge performance-based fees or fees based on capital gains. The firm's advisors hold various professional certifications, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), and Accredited Investment Fiduciary (AIF®). The firm's principal, Patrick B. Beagle, oversees the operations and is a Certified Financial Planner with extensive experience in the financial industry. WealthCrest does not have any disciplinary events that are material to clients' evaluation of the firm. The firm's staff members are supervised by Mr. Beagle, ensuring compliance with WealthCrest's policies and procedures.//////////////////////////NOTHING FOLLOWS///////////////////////////////