Please read the entire TERMS AND CONDITIONS OF USE (“Terms”) carefully before you use this website located at congresswealth.com (“Website”) or any of the information or services provided by Congress Wealth Management LLC (collectively “CWM”, “we”, “our”, “us”) in connection with the Website. If you do not agree to all these Terms, do not access this website, or any of its pages. By using this website, and whether or not you actually read and understand these Terms, you are deemed to have accepted the Terms and to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by CWM in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
These Terms were last updated on June 24, 2022.
Terms of Usage
CWM is an SEC registered investment adviser headquartered in Boston, MA. CWM provides investment advisory and related services for clients nationally. 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 will maintain all applicable registration and licenses as required by the various states in which CWM conducts business, as applicable. CWM renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
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 website 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.
CWM reserves the right to change, modify, add or remove portions of the Terms at any time for any reason. Accordingly, it is suggested that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about CWM and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable. CWM does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise CWM, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.
CWM will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”), Form ADV Part 2B, which is the Brochure Supplement for each advisory person supporting a particular client and the Form ADV Part 3 (Client Relationship Summary or Form CRS). You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or contact us via email at: firstname.lastname@example.org to request a free copy via .pdf or hardcopy.