S & D Wealth Management, LLC

S & D Wealth Management operates strictly as a solicitor, connecting prospective clients with third-party registered investment advisors, primarily Grimes and Company. S & D Wealth Management does not provide direct investment advice, manage client portfolios, or have discretionary trading authority over accounts. Instead, when clients open an investment advisory account with the referred third-party advisor, S & D Wealth Management receives a referral fee paid directly by the third-party advisor out of the advisory fees collected from the client. The firm's principals are Michael D. Stowe and David C. Degon, with Michael D. Stowe handling advisory and compliance activities while maintaining a separate practice as a certified public accountant.