Securities offered through San Blas Securities, LLC, Member FINRA/MSRB/SIPC, 3424 Peachtree Road NE, Suite 2200, Atlanta, GA 30326. Advisory Services offered through SB Advisory, LLC and San Blas Advisory, Inc. SB Advisory, LLC/San Blas Advisory, Inc. and Zofingen Private Wealth are not affiliated. Securities offered through San Blas Securities are NOT FDIC INSURED, NOT BANK GUARANTEED, and MAY LOSE VALUE. Please contact your financial advisor for information regarding specific investments. Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.
*Assets under management (“AUM”) reflects discretionary and non‑discretionary assets managed by affiliated advisory entities. AUM is approximate, includes all affiliated advisory programs, and is subject to change. Figure shown as of December 31, 2025.”
**Transaction experience reflects aggregate deal value across advisory and capital markets engagements by affiliated professionals. Includes transactions completed at prior firms.
