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  • The Harwood Way
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Legal

Form ADV Part 2A 2020-08-10

Form CRS 2020-08-10

Supervised Person Brochure (Part 2B) – Arquette, Kevin
Supervised Person Brochure (Part 2B) – Dixon, Ryan
Supervised Person Brochure (Part 2B) – Michael Sorrentino
Supervised Person Brochure (Part 2B) – Harwood, Kevin
Supervised Person Brochure (Part 2B) – Harwood, Robert
Supervised Person Brochure (Part 2B) – Hodgson, Christopher
Supervised Person Brochure (Part 2B) – Moore, Harrison
Supervised Person Brochure (Part 2B) – Michael Bartolotta

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Investment Advisory Services offered through Darwin Advisors, LLC. Insurance products and services are offered through the Darwin Insurance Group, LLC. Darwin Advisors, LLC and Darwin Insurance Group, LLC do business collectively as Harwood Financial Group, DBA. The aforementioned are affiliated companies.

Securities investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

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*Pertains only to the management fees paid to the Harwood Financial Group during the first year together. The request must be made during the first anniversary year based on when accounts were established with Harwood Financial Group. Fees cannot be reimbursed from any third party, such as internal mutual fund fees, custodial fees or fees associated with annuities.

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During your review, we’ll talk about what you want to achieve and any concerns you may have about getting there. We’ll also review issues that may affect your financial security, including whether you’re:

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