Preparing for the Sunset of the Gift Tax Exemption in 2025

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Alden Investment Group is a registered name for J. Alden Associates, Inc.,. Securities offered through J. Alden Associates, Inc. FINRA/SIPC.  In accordance with the USA PATRIOT Act and other regulations applicable to it, J. Alden Associates, Inc. advises users of its website that it will fully comply with any and all regulations which may be promulgated by the U.S. Treasury Department under the USA PATRIOT Act, including those that encourage financial institutions to share information with regulatory agencies and law enforcement about individuals or organizations that may be “reasonably suspected based on credible evidence” of engaging in terrorist acts or money laundering.  Accordingly, any information provided to J. Alden Associates, Inc. may be provided to regulatory, government or law enforcement agencies if requested or if deemed appropriate by J. Alden Associates, Inc.

Investment advice offered through Sharp Wealth Advisory, LLC, D/B/A Sharp Financial, a registered investment advisor.

For more information about our services, please review our Client Relationship Summary. For more information about Alden Investment Group, please review their Client Relationship Summary.
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