Baobab Bulletin — Issue #14

JULY 2026

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Baobab Wealth Management is a fee-based financial advisory firm that provides real value to clients, putting their interests first and offering complete transparency with fees, services, and philosophies.

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Baobab Wealth Management

Mobile: (907) 317-8454
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Anchorage, AK 99501

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Disclosures

Baobab Wealth Management and Baobab Wealth Abroad are DBA names of Baobab Wealth LLC, a Florida state Registered Investment Advisor.

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The information provided is for educational and informational purposes only and should not be construed as investment advice, an offer to buy or sell, or a solicitation of any security or investment strategy. All investments involve risk, including the possible loss of principal. Past performance is no guarantee of future results, and there is no assurance that any investment strategy or portfolio will achieve its objectives, match or outperform any benchmark, or be profitable.

Baobab Wealth Management and Baobab Wealth Abroad do not guarantee the success of any investment strategy or the accuracy of market timing approaches. No representation or warranty is made that the services or methods of analysis employed by the firm will identify market tops or bottoms, or protect against market declines.

Baobab Wealth Management and Baobab Wealth Abroad do not provide tax, legal, or accounting advice. This material is not intended to provide, and should not be relied on for, tax, legal, or accounting guidance. Please consult your own qualified professionals for such advice before making any financial decisions.