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By accessing and using this website, you agree to the following terms and conditions:

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  • • We cannot guarantee that the website, or any content on it, will always be available or uninterrupted.

  • • You agree to defend, indemnify, and hold harmless us, our employees, information providers, and content providers from and against any claims, liabilities, damages, losses, and expenses arising from your use of the website.

  • • You are subject to our privacy policies when you use the website.

  • • We are not liable for any damages or losses arising from your use of the website.

  • • We do not guarantee the accuracy, completeness, or timeliness of the information on the website.

  • • We are not responsible for the content of any external links on the website.

  • • The information provided on this website is for general informational purposes only and does not create a professional relationship between you and us.

  • • The information provided on this website is not legal advice and should not be relied upon as such.

  • • We reserve the right to change these terms and conditions at any time without notice.

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Thank you for using our website portal. If you have any questions or concerns about our website portal disclosure, please don’t hesitate to contact us.

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There is no form of legal partnership or affiliation between Fidelity Investments® (Fidelity), Watercolor Financial, and Orion nor is such a relationship created or implied by the information herein. Fidelity provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.  1103806.1.0

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Watercolor Financial is a DBA of CBM Financial, LLC, Investment advisory services are offered through CBM Financial, LLC. Investment advisory services are offered through CBM Financial LLC, an SEC registered investment advisor.

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Watercolor Financial offers advisory services only in jurisdictions where it is appropriately registered, exempt from registration, or otherwise permitted by law. 

Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Nothing on this site constitutes personalized investment, legal, or tax advice. Watercolor Financial makes no representations as to the accuracy or completeness of information provided by unaffiliated third parties or links to external sites. 

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All investments involve risk, including the potential loss of principal. Past performance is not indicative of future results. Any references to investment strategies, market commentary, or third-party content are for general information only and do not constitute a guarantee of performance or suitability for any individual investor. You should consult with a qualified tax or legal professional before implementing any investment or financial planning strategy. Investments involve risk and unless otherwise stated, are not guaranteed.

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