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info@MilesFinancialGroup.com
(800) 250-4992

CORPORATE OFFICE:

3633 Inland Empire Blvd, Suite 650
Ontario, CA 91764

ORANGE COUNTY OFFICE:

26632 Towne Centre Drive, Suite 300
Foothill Ranch, CA 92610

Miles Financial Group is an independent financial service firm. Insurance services are provided by MILES Investment and Insurances Services. Investment advisory services offered through Triad Wealth Partners, an SEC registered investment advisor. Insurance products and services are not offered through Triad Wealth Partners.

Neither Miles Financial Group nor Triad Wealth Partners offers tax or legal advice.
Registration of an investment adviser does not imply a certain level of skill or training. The Firm provides investment advisory services for clients nationally. Triad Wealth Partners will maintain all applicable registrations, notice filings, and/or licenses as required by the various states in which the Firm conducts business.

Investing involves risk including complete loss of principal. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. Asset allocation can be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

The Peace of Mind Retirement Plan’ is the name of our planning process. It is not a guarantee of investment results or future financial security. Actual outcomes will depend on individual circumstances, including investment choices, market conditions, and changing financial needs. All investments involve risk, including possible loss of principal.

This material is intended to provide general information about Triad Wealth Partners and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services is provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information. The information is of a general nature and should not be construed as investment advice.

Please visit Investment Adviser Public Disclosure for important regulatory information about Triad Wealth Partners.

Licenses: MILES Investment and Insurances Services, CA Insurance License: 6012755 Patrick Miles, CA Insurance License: 0F72459

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Triad Wealth Partners Client Relationship Summary (Form CRS)