July 2025 Edition Peak Perspective Newsletter

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The Peak Perspective Newsletter
July Edition

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Olympus Wealth Strategies, LLC offers investment advisory services through Uptick Partners, LLC, a registered investment advisor.

The content provided on this website is for informational purposes only and should not be considered personalized investment, tax, or legal advice. Clients and prospective clients should consult with a qualified financial professional before making any investment decisions. All investments carry risk, including the possible loss of principal. Past performance is not indicative of future results, and no guarantees can be made regarding future financial outcomes. Any references to investment strategies or financial planning services should not be interpreted as a promise or guarantee of specific results. The information presented on this site is subject to change without notice and is provided without any representations or warranties as to its accuracy or completeness.

Olympus may offer services through third-party partnerships, including custodial services provided by Charles Schwab. However, Olympus is an independent firm and is not affiliated with nor endorsed by Charles Schwab or any other third-party entity mentioned on this website. Any testimonials or endorsements provided are from clients or professionals who may have a business relationship with Olympus and should not be construed as representative of all client experiences. Compensation may or may not have been provided for such endorsements, and full details regarding any material conflicts of interest are available upon request.

Advisory services are only offered to clients where Olympus is properly registered or exempt from registration. This website is not intended to solicit investment advisory services in any jurisdiction where Olympus is not authorized to provide such services. Users of this site should be aware that investments and financial products discussed may not be suitable for all investors. Before engaging in any financial strategy, individuals should carefully consider their own risk tolerance, financial objectives, and consult a professional for personalized advice.

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