Concord Wealth Partners

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Caveness Wealth Advisory P: (540) 613-8267 Client Login YOU ARE LEAVING THIS WEBSITE Website Access Acknowledgment By clicking the links below, you are acknowledging that you will be redirected to a third-party website. Such third-party website may not be affiliated in any way with the Company, and no content on the website should be construed as the Company’s approval of or affiliation with the website. If you do not wish to be redirected, please close this window. As a client of Concord Wealth Partners dba Caveness Wealth Advisory, LLC ("Company") by clicking the links below I am electing to participate in the password-protected access portion of the Company’s internet website. I understand that my participation will allow me to review certain investment-related information accessible from the Company website sourcing from unaffiliated third parties. This password-protected access is made available to clients of the Company free of charge. This authorization shall continue until it is canceled in writing. I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account. I also understand that I will be assigned an individual password. I agree not to share my password with any other person. I hereby release and hold Company harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure. Client Wealth Portal Charles Schwab Your b

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