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Confidential Client Profile - AUM Confidential Wealth Management Questionnaire

Sammut Wealth Management

3460 County Line Rd
P.O. Box 267
Skaneateles, NY 13152

Contact Us

Office: (315) 217-5000
Fax: (315) 849-3093
john@sammutwealth.com

Form CRS: Client Relationship Summary

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.

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