Thank you for looking at working with Obsidian Wealth Management Trust. By registering with us it just means we are now in a non disclosure agreement and have established a confidential relationship.
This means that any and all information that is shared between Obsidian Wealth Management and yourself will be held 100% confidential. We will not share this with anyone unless we have your permission and vice versa.
We have some videos and materials to share with you that are confidential on our side that once we have you in a non disclosure agreement, we can share those with you to get more familiar with how these setups work and why. Because this is proprietary information we want to make sure you do your part and keep the info we share with you confidential just like we will with your information.
If you are having us do a tax plan for you, this is required to register so that we again are all in a confidential relationship. We thank you for understanding.