Important disclosures

Dental Wealth Partners, LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. The firm provides fee-only financial planning and investment advisory services and does not sell commission-based products.

The firm operates under the trade names Dental Wealth Advisors and Virtue Wealth Partners.

"Fee-only" — also described as "non-commission" — means the firm and its advisers are compensated solely by client fees and receive no commissions, referral fees, or other third-party compensation for the sale of products.

No advice may be rendered through this website. Engaging with this site, its forms, or its AI assistant does not create an advisory relationship.

The information on this website is provided for general educational purposes and is not individualized advice. It should not be relied upon as the basis for any financial decision. Consult qualified professionals about your specific situation.

All investing involves risk, including the possible loss of principal. Diversification does not ensure a profit or protect against loss. Past performance is not a guarantee of future results.

Dental Wealth Partners does not provide legal, tax, accounting, or insurance services. We coordinate with your CPA, attorney, and other professionals, who are responsible for advice in their fields.

Any examples or scenarios are hypothetical, provided for illustration only, and do not represent an actual client or a guarantee of any result. Individual circumstances vary.

Testimonials and endorsements are subject to SEC Rule 206(4)-1. Where shown, disclosures state whether the person is a client and whether any compensation was provided. A testimonial is not representative of the experience of all clients and is not a guarantee of future performance or success.

This assistant provides general educational information and helps you navigate Dental Wealth Partners’ resources. It does not provide individualized financial, investment, tax, or legal advice, cannot access your accounts, and should not be given sensitive personal or financial information. Responses may be imperfect; confirm anything important with a Dental Wealth Partners adviser.

Dental Wealth Partners, LLC (CRD #336688) files a Form ADV with securities regulators. The Form ADV Part 2A brochure describes the firm’s services, fees, and conflicts of interest. The current brochure is available on the SEC’s Investment Adviser Public Disclosure website via the link below.

View our Form ADV brochure↗ (opens in a new tab on the SEC website)