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(336) 355-1432 (704) 312-2490
701 Green Valley Rd., Suite 100 6135 Park South Drive, Suite 510
Greensboro, NC 27408 Charlotte, North Carolina 28210

Level Wealth Management LLC is an Investment Adviser registered with the Securities & Exchange Commission (SEC), principally located in the state of NC. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.

Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site.

The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Level Wealth Management LLC disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Level Wealth Management LLC does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Level Wealth Management LLC be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Level Wealth Management LLC or a Level Wealth Management LLC authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Client testimonials, statements, opinions, and/or likes herein was solicited and are non-representative of all Level Wealth Management clients; the Client testimonials, statements, opinions, and/or likes are representative of the Client’s experience, but the performance and experience will be unique and individual to each Client. Past performance is not indicative of future results, and investors may realize losses on these investments, including a loss of principal. The Client was not provided any form of monetary or non-monetary compensation for providing a testimonial regarding our services.

Level Wealth Management LLC ("LWM") has adopted a Business Continuity Plan ("BCP") pursuant to the Investment Advisers Act and the rules and guidance of the Securities and Exchange Commission ("SEC"). The purpose of the BCP is to outline how we will respond to events during a significant business disruption ("SBD"). The BCP addresses both internal SBDs, such as a fire in LWM 's office, and external SBDs, such as a natural disaster or widespread power disruption. Please be aware that the timing and impact of disasters and disruptions are unpredictable, requiring us to be flexible in responding to actual events as they occur.

Our Business Continuity Plan

In the event of an SBD, we will safeguard employee lives and firm property. We will work to re-establish the systems necessary to recover and resume business operations quickly, protect our books and records, and allow our clients to transact business to the extent reasonable and practicable under the circumstances. Our BCP is designed to permit LWM to resume operations as quickly as possible, given the scope and severity of the SBD.

Our Business Continuity Plan addresses alternate office locations, customer access to funds and securities, financial and operational assessments, data backup and recovery, critical systems, and alternative communications with customers, employees, regulators, and critical business constituents.

Contacting Us and Accessing Your Funds

If after an SBD you cannot contact us as you usually do, you should contact the custodian that issues your account statements directly at https://www.schwab.com/client-home or check our website at https://www.levelwm.com/.

Varying Disruptions

SBDs can vary in their scope, from only our firm to a single building housing our firm, the business district where our firm is located, the city where we are located, or the whole region. Within each of these areas, the severity of the disruption can also vary from minimal to severe. In a disruption to only LWM or a building housing LWM, we will transfer our operations to a local site when needed, and we expect to recover and resume business within a few hours. In a disruption affecting our business district, city, or region, we will transfer our operations to a site outside of the affected area and recover and resume business within one to two business days. In either situation, we plan to continue in business and notify you through email or our website and provide information on how to contact us. The ability of LWM to fully function is dependent on outside sources outside of its control, including the availability of electricity, telephones, Internet, transportation, and the functioning of institutions and markets worldwide. If the SBD is so severe that it prevents us from remaining in business, we will ensure our customers promptly access their funds and securities. Nothing in LWM's BCP or this statement is intended to provide a guarantee or warranty regarding the actions or performance of LWM.

Additional Information

If you have any questions about our business continuity planning or are a client and would like to request a copy, please contact us at (336) 355-1432.