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Client Brochure

We prepare and annually update compliance to keep our clients informed about our services, business, and practices.

Terms & Conditions

The terms of use, privacy policy, and full disclosure for our site are found here.

Client Agreement

Please see our general agreement for more information on our responsibilities, fees, etc.

Limited Authorization

Our clients grant limited authority over their accounts for management purposes. Learn more.

Investors should conduct their own analysis prior to making any investment decisions. Diversification does not eliminate the risk of experiencing investment loss. Past performance is not a guarantee of future results. Investment process is subject to change.​ Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in a loss. ​​Investors should conduct their own analysis prior to making any investment decisions.

Convexity Wealth Management LLC

Copyright © Convexity Wealth Management, LLC. All rights reserved.

Convexity Wealth Management, LLC is a Registered Investment Adviser (RIA) in the State of Washington, the State of Oregon, the State of Texas, and the State of California. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individual responses to persons that involve either the effecting of transactions in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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Investors should conduct their own analysis prior to making any investment decisions. Diversification does not eliminate the risk of experiencing investment loss. Past performance is not a guarantee of future results. Investment process is subject to change.

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Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in a loss. ​​Investors should conduct their own analysis prior to making any investment decisions.


​LEARN MORE ABOUT OUR FIRM AND INVESTMENT PROFESSIONALS AT FINRA BROKERCHECK.

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​This website is for informational purposes only, and not an offer, recommendation or solicitation of any product, strategy service or transaction. Any views, strategies or products discussed on this site may not be appropriate or suitable for all individuals and are subject to risks. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation.

This website provides information about the investment advisory services provided by Convexity Wealth Management, LLC. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information.

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