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REGULATORY DISCLOSURE
Cambridge Wealth Counsel is registered with
the State of Georgia as a Registered Investment Advisor.
As a Registered Investment Advisor, we neither render
nor offer to render financial planning, tax, or personal
investment advice through this web site. This medium (web
site) is limited to the dissemination of general - non-specific
information on Cambridge Wealth Counsel'
service offerings and provides for a technologically efficient
method in which a prospective client may contact the advisor.
We may render advice only after the following conditions
are met:
1. Registration of the advisor with the U. S. Securities
and Exchange Commission as a Registered Investment Advisor
if the advisor has more than $25,000,000 under management.
If less than $25,000,000 the advisor is required to be
registered with the applicable Secretary of State.
2. Delivery of a substitute ADV, Part II disclosure statement
by Advisor to client.
3. Execution of a Client Retainer agreement between the
client and the advisor.
4. Initial payment of the financial planning fee by the
client to the advisor.
5. Advisor may transact business only in states in which
it is registered, or in which it is exempted from registration.
The Investment Advisor must also be registered or exempted
or excluded from registration in any state in which it
responds to persons in that state to effect or attempt
to effect transactions in securities, or the rendering
of personalized investment advice for compensation.
PRIVACY POLICY
Cambridge Wealth Counsel, like all providers
of personal financial services, is now required by law
to inform their clients of their policies regarding privacy
of client information. Our Firm has been and continues
to be bound by professional standards of confidentiality
that are even more stringent than those required by law.
Therefore, we have always protected your right to privacy.
Types of Nonpublic Personal Information We
Collect
We collect nonpublic personal information about you that
is provided to us by you or obtained by us with your authorization.
Parties to Whom We Disclose Information
For Current, Former and Prospective clients, we do not
disclose any nonpublic personal information obtained in
the course of our practice except as required or permitted
by law. Permitted disclosures include, for instance, providing
information to our employees, and in limited situations,
to unrelated third parties who need to know that information
to assist us in providing services to you. In all such
situations, we stress the confidential nature of information
being shared.
Protecting the Confidentiality and Security of Current
and Former Clients’ Information
We retain records relating to professional services that
we provide so that we are better able to assist you with
your professional needs and, in some cases, to comply
with professional guidelines. At times, we may disclose
nonpublic personal information to financial service providers
(e.g. attorneys, bankers, mortgage brokers or insurance
companies) with your consent for the purpose of obtaining
products for your benefit.
In order to guard your nonpublic personal information,
we maintain physical, electronic, and procedural safeguards
that comply with our professional standards.
OTHER DISCLOSURES
The information in this web-site is based on data gathered
from what Cambridge Wealth Counsel believes
are reliable sources. It is not guaranteed as to accuracy,
and does not purport to be complete and is not intended
as the primary basis for investment decisions. It should
also not be construed as advice meeting the particular
investment needs of any investor.
The information contained on this web site is general
in nature and not a substitute for individual specific
professional advice you would receive from an accountant,
attorney, qualified tax preparer, or registered investment
advisor. When making decisions as a result of the information
you have accessed through this web site, you should always
seek the counsel of an accountant, attorney, qualified
tax preparer, or registered investment advisor to obtain
advice applicable to your specific situation.
By your use of the links to third party sites provided
on this web site, you agree that CWC shall not be liable
for any damages resulting from or use of or access to
these sites. You hereby acknowledge that CWC has no control
over the content or availability of these sites, nor that
of any additional sites that the third party sites may
subsequently link to. Third-Party Content is the sole
responsibility of the third-party providers. CWC has
not reviewed the accuracy, timeliness or suitability of
the Third-Party Content and does not endorse such Third-Party
Content provider.
CWC does not render or provide legal advice. |
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