Disclosures & Privacy Policy

Cedarwood Wealth Management LLC is an SEC registered investment adviser.

This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or offers to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists.

Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance.

There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any linked website.

All domestic and international rights are reserved. No part of this website, including text, graphics, et al., may be reproduced or copied in any format, electronic, print, et al., without written consent from Cedarwood Wealth Management LLC.

Website Privacy: Cedarwood Wealth Management LLC is concerned about your right to privacy. When you visit our website, the following data is collected:

• The type of browser used

• Geographical region the connection originates from

• Date and time of the connection

• Pages visited during the connection

• Date and time the connection was severed

This information is used solely to determine traffic patterns on the site. No personal information is collected at any time. Any personal correspondence to us that originates from this site via one of the email/subscribe links will be for internal use only and treated confidentially. We do not disclose personal information to any third party without consent. Additional privacy information can be found on our privacy statement.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended or undertaken by Cedarwood Wealth LLC) made reference to directly or indirectly by Cedarwood Wealth in its website, or indirectly by 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 deductions 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 Cedarwood Wealth’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Cedarwood Wealth’s (and those of other investment and non-investment professionals) positions and/or recommendations 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 recommendations(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 Cedarwood Wealth, or form any other investment professional. Cedarwood Wealth is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

 

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Cedarwood Wealth’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Cedarwood Wealth LLC, or from any other investment professional.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these websites provided here, you are leaving this site. Cedarwood Wealth LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Cedarwood Wealth’s website and assume total responsibility and risk for your use of the sites you are linking to.

We take the privacy of your data and personal information seriously. We do not sell your information.