Ask Us Anything: Capital Gains & Your Taxes

Facet Wealth, Inc. (“Facet”) is an SEC registered investment adviser located in Baltimore, Maryland. This is not an offer to sell securities or the solicitation of an offer to purchase securities. This is not investment, financial, legal, or tax advice. Past performance is not a guarantee of future performance.

The client satisfaction survey was conducted over a four month period from January 2021 to April 2021 and was sent to all new clients after one and three months of service. The survey solicited client’s level of agreement that Facet is delivering on expectations outlined. Satisfaction is not an indication of current or future performance results nor is it a guarantee of similar experience.
Nerdwallet receives cash compensation for referring potential clients to Facet Wealth, Inc. The views of Nerdwallet are based on independent valuation of Facet’s services. Nerdwallet’s opinions are their own.