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Please read the following Cristata Wealth Solutions, LLC or (CWS) disclaimer.

  • All CWS (Cristata Wealth Solutions, LLC) portfolios (Conservative, Balanced, Moderate, and All Equity) have investment and market risk that should be considered prior to investing. Past performance is no guarantee of future results. Capital loss may result from market changes. All pages and portfolios that are noted with an asterisk (*) are net of management fees, not including transaction charges, related expenses, or taxes.

  •  Cristata Wealth Solutions, LLC was incorporated in December 2008. The illustrated portfolios were not in place prior to founding. Prior to investing please read and review all related prospectuses.

  • The illustrated rates of return and performance do not guarantee future results. Performance can vary depending on duration, investment holding period, type of investment, and other variables. CWS does not offer, render, or purport to render tax or legal advice. Consultation with a tax and/or legal advisor prior to investing with CWS or the CWS portfolios is recommended. All presented portfolios were developed independently by CWS.

  • Cristata Wealth Solutions LLC is a Financial Industry Regulatory Authority (FINRA) Registered Investment Advisor (RIA). This web site or document is published in the United States for residents of the United States. United States residents please note that products and services mentioned in this web site or document may not be available in all states. To request a prospectus or information, contact us at Cristata Wealth Solutions, LLC. Your request should be made and sent electronically to Cristata Wealth Solutions LLC, or any of its affiliates, associates, or related parties, is not soliciting business in international jurisdictions where it is not registered. If you would like further information, please contact us at

  • The information and opinions on this site provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Information and opinions are provided for informational purposes only and is not a solicitation to buy or sell the CWS portfolios. This information is not intended to be used as the primary basis for investment decisions, nor should it be considered as advice designed to meet the specific needs of an individual investor. Please seek the advice of professionals, as appropriate, regarding the evaluation of any specific information, opinion, advice, or other content. Cristata Wealth Solutions, LLC, or any of its affiliates, associates, or related companies, may also be designated to provide advisory services. Information about Cristata Wealth Solutions, LLC advisory services can be obtained by asking for a copy of Cristata Wealth Solutions, LLC disclosure brochure (Form ADV Part II).

  • Cristata Wealth Solutions, LLC, or any of its affiliates, associations, or divisions are not banks or credit unions, and the products offered are not federally guaranteed or FDIC insured, are not deposits or obligations of, or guaranteed by a financial institution, and involve risks including possible loss of principal, and may fluctuate in value.

  • Linked sites are not under the control of Cristata Wealth Solutions, LLC, or any of our affiliates, principals, officers, or associates. Cristata Wealth Solutions, LLC, is not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites.

  •  The information provided on this site or in any communication containing a link to this site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Cristata Wealth Solutions, LLC or its affiliates to any registration requirement within such jurisdiction or country. Neither the information, nor any opinion contained in this site constitutes a solicitation or offer by Cristata Wealth Solutions, LLC, or its affiliates to buy or sell any securities, futures, options or other financial instruments, or provide any investment advice or service.

  • Should the viewer leave this site via a link contained herein, and view content that is not provided by Cristata Wealth Solutions, LLC, the viewer does so at its own risk. Cristata Wealth Solutions, LLC is not responsible for damages or losses caused by any delays, defects or omissions that may exist in the services, information or other content provided in such site, whether actual, alleged, consequential or punitive. Cristata Wealth Solutions, LLC, or any of its principals, officers, affiliates, or associates, makes no guarantees or representations as to, and shall have no liability for, any electronic content delivered by any third party, including, without limitation, the accuracy, subject matter, quality or timeliness of any electronic content.

  •  Use of our website is at the discretion of the user and is not intended for any misuse of this site, material, or contents. Any use, misuse, distribution, or copying of this material or information related directly or indirectly to Cristata Wealth Solutions, LLC, its affiliates, associates, related or non related parties is strictly restricted, prohibited, forbidden and not permitted, unless expressed, written authorization is provided and granted by Cristata, Cristata Wealth Solutions, LLC, its principals, officers, or directors.










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