Disclaimer
Stonebridge Wealth Management Ltd., Co. is a United States Securities and Exchange Commission (SEC) state registered investment adviser located in Greenville, South Carolina. Stonebridge Wealth Management, Ltd., Co. and its representatives are in compliance with the current registration and/or notice filing requirements imposed upon registered investment advisors by those states in which Stonebridge Wealth Management, Ltd., Co maintains clients. Stonebridge Wealth Management, Ltd., Co. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Stonebridge Wealth Management, Ltd., Co. web site is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, Stonebridge Wealth Management, Ltd., Co. does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet and/or through the website. Any subsequent, direct communication by Stonebridge Wealth Management, Ltd., Co 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. For information pertaining to the registration status of Stonebridge Wealth Management, Ltd., Co. please contact the United States Securities and Exchange Commission (SEC) and/or the state securities law administrators for those states in which Stonebridge Wealth Management, Ltd., Co. a notice filing. A copy of Stonebridge Wealth Management, Ltd., Co. current written disclosure statement discussing Stonebridge Wealth Management, Ltd., Co. business operations, services, and fees is available from Stonebridge Wealth Management upon written request.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume investment strategies recommended by Stonebridge Wealth Management, Ltd., Co. or product made reference to directly or indirectly by Stonebridge Wealth Management, Ltd., Co. in its web site, or indirectly via a link to an unaffiliated third party web site, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client's investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.
Certain portions of Stonebridge Wealth Management, Ltd., Co. web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Stonebridge Wealth Management, Ltd., Co. (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Stonebridge Wealth Management, Ltd., Co. or from any other investment professional. Correspondingly, each client and prospective client agrees, as a condition precedent to his/her/its access to Stonebridge Wealth Management, Ltd., Co web site, to release and hold harmless Stonebridge Wealth Management, Ltd., Co, its officers, directors, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Stonebridge Wealth Management, Ltd., Co.
To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Stonebridge Wealth Management, Ltd., Co. web site, the client and/or prospective client is advised that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever at the receipt of, or a substitute for, personalized individual advice from Stonebridge Wealth Management, Ltd., Co., or from any other investment professional.
Stonebridge Wealth Management, Ltd., Co. does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by an unaffiliated third party provider, whether linked to Stonebridge Wealth Management's web site or incorporated herein. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.