Schorn Wealth offers wealth management services to individual and high net worth clients as well as small businesses. The firm prides itself on its investment strategies, client service, and ongoing commitment to bringing innovative solutions to its clients’ financial lives. Schorn Wealth was founded in May 2019 and is currently owned by Thomas Schorn. Schorn Wealth currently has more than $289 Million in client assets under management, on both a discretionary and non-discretionary basis. This Disclosure Brochure describes the business of Schorn Wealth. Certain sections will also describe the activities of Supervised Persons. Supervised Persons are any of Schorn Wealth’s officers, partners, directors (or other persons occupying a similar status or performing similar functions), or employees, or any other person who provides investment advice on Schorn Wealth’s behalf and is subject to Schorn Wealth’s supervision or control. Financial Planning Services: Schorn Wealth provides its clients with financial planning and consultation services (e.g., review of goals and objectives, analysis and recommendations for cash flow planning, asset allocation/investment planning, income tax planning, insurance planning, estate planning, retirement planning, education planning, real estate/mortgage planning, etc.). Wealth Management Services: Schorn Wealth provides investment management services on a discretionary basis according to the investment objectives of the client and in accordance with the terms and conditions of the Investment Advisory Agreement between the Schorn Wealth and the client. Based upon the client’s stated investment objectives, Schorn Wealth’s investment management focuses on the use of Portfolio Models in order to provide investment returns consistent with clients’ investment goals and objectives. Based upon a particular Model Portfolio, Schorn Wealth will invest client’s accounts in certain percentages amongst numerous asset classes (e.g., stocks, corporate and government bonds, ETFs, mutual funds, and alternate investments) in order to maximize client’s investment returns while achieving lower volatility within pre-determined risk parameters. Use of Sub - Advisors Schorn Wealth may provide investment advice, recommendations and utilize the investment strategies of Outside Investment Managers (“Managers”) through a

sub-adviser relationship. Selected Managers are evaluated by us for use in a client’s account. Factors we will consider in recommending a particular sub-advisor include, but are not limited to, the client’s stated investment objectives, management style, independence, stature of the custodian utilized by the sub-advisor, performance, philosophy, financial strength, continuation of management, client service, reporting, commitment to a particular investment mandate, fees, trading efficiency, and research. Managers selected by us may offer multiple strategies. Our Firm will monitor Managers to ensure that it adheres to the philosophy and investment style for which it was selected and to ensure that its performance, portfolio strategies, and management remain aligned with the client’s overall investment goals and objectives. We will retain discretionary authority to hire and fire the Manager. Our ongoing review includes, but is not limited to, assessment of the Manager’s disclosure brochure, performance information, materials, personnel turnover, and regulatory events. When we engage a Manager to invest a separately managed account (“SMA”), the SMA will be traded by either the Manager (externally-traded) or by our Firm (internally-traded). In both cases, all research, investment selections and portfolio decisions are the responsibility of the Manager, not our Firm. Performance reporting may be the provided by the Manager. . All third-party Managers to whom we will refer or engage for clients will be licensed as registered investment advisors by their resident state and any applicable jurisdictions or registered investment advisors with the U.S. Securities and Exchange Commission (“SEC”). Through our Discretionary Investment Management Agreement, the Client grants Schorn Wealth authority to utilize a sub-advisor. Our Firm, in conjunction with the Manager, will continue to provide advisory services to the Client for the ongoing monitoring, review, and reporting of the overall account performance. Third-party managed programs generally have account minimum requirements that will vary from investment advisor to investment advisor. A complete description of the Manager’s services, fee schedules and account minimums will be disclosed in the Manager’s Form ADV or similar Disclosure Brochure which will be provided to clients at the time an agreement for services is executed and account is established.