Investment Advisory Services offered through Lee Johnson Capital Management, LLC d/b/a OverRidge Wealth Advisors (“OverRidge”). Securities brokerage services offered through Charles Schwab & Co., Inc., member FINRA/SIPC, an unaffiliated broker-dealer. To Check Firm or Individual Backgrounds please go to http://adviserinfo.sec.gov.
These materials have been independently produced by OverRidge. OverRidge is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. OverRidge provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
OverRidge has selected Charles Schwab & Co., Inc., as primary custodian for our clients’ accounts.
Not all OverRidge advisory services will be appropriate or necessary for all clients, and the potential value and benefit of OverRidge’s services will vary based upon a variety of factors, including the client’s individual investment, financial, and tax circumstances. Neither personalized nor specialized services, nor any professional alliances or partnerships, should be construed as a guarantee of client satisfaction or any particular outcome. Protected marks used with permission of rightsholders and should not be construed as an endorsement of OverRidge by the parties shown. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
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