Legal Disclaimers

Please read the entire TERMS AND CONDITIONS OF USE carefully before you use this website. If you do not agree to all these terms and conditions, do not access this website, or any of its pages. By using this website, and whether or not you actually read these terms and conditions, you are deemed to have accepted them.

Terms of Usage

Congress Wealth Management, LLC (“CWM”) is an SEC registered investment adviser located at 250 Northern Ave, Boston, MA. CWM and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which CWM maintains clients. CWM may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. CWM’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of CWM’s web site on the Internet should not be construed by any consumer and/or prospective client as CWM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from CWM. Any subsequent, direct communication by CWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Disclaimer of Warranty and Limitation of Liability

The information, data and opinions on this website are provided “as is” and are provided without any warranty of any kind, either express or implied. CWM does not warrant the accuracy of the information provided for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. CWM WILL NOT BE LIABLE FOR ANY DIRECT, SPECIAL INDIRECT OR CONSEQUENTIAL DAMAGES, EVEN IF EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, ARISING OUT OF OR IN CONNECTION WITH THE USE OF THIS WEBSITE.

Modification of Terms and Conditions of Use

Congress Wealth Management, LLC reserves the right to change, modify, add or remove portions of the Terms and Conditions of Use at any time. Accordingly, it is suggested that you review these terms periodically for changes. Use of this website connotes that you have accepted any changed terms.