Important Disclosure Information

Crimson Oak Wealth Management, LLC (“Crimson Oak”) is a Lexington, Kentucky-based Registered Investment Advisor (RIA). Registration with any regulatory authority does not imply a specific level of expertise or training. The information found on this website is intended solely for general educational purposes and should not be interpreted as a recommendation or offer to engage in investment transactions or advisory relationships online.

Visitors should not assume that any information presented through this site serves as individualized investment advice. Personalized recommendations are only provided within the context of a formal advisory relationship, established through appropriate documentation and mutual agreement.

Crimson Oak’s current Form ADV—which includes important details about our firm’s services, fee structure, and business practices—is available to clients and prospective clients upon request. While we make every effort to ensure the quality and accuracy of the content we share, Crimson Oak cannot guarantee the reliability of information originating from external sources or third-party links referenced on this site.

This site does not offer legal, accounting, or tax advice. For guidance in those areas, we strongly encourage you to consult with licensed professionals qualified to support those specific needs.

USE OF THIS WEBSITE IS PROVIDED “AS IS,” WITHOUT ANY WARRANTIES, EXPRESS OR IMPLIED. CRIMSON OAK DISCLAIMS LIABILITY FOR ANY ACTIONS TAKEN OR DECISIONS MADE BASED ON INFORMATION CONTAINED HEREIN OR ON LINKED THIRD-PARTY RESOURCES.