Round Table Wealth Management (“Round Table”) is an SEC registered investment advisor with locations in New York, New York, Westfield, New Jersey, Boca Raton, Florida and Bend, Oregon. Round Table and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisors by those states in which Round Table maintains clients. Round Table may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Round Table’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Round Table’s web site on the Internet should not be construed by any consumer and/or prospective client as Round Table’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Round Table 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 Round Table, please contact the SEC or the state securities law administrators for those states in which Round Table maintains a notice filing. A copy of Round Table’s current written disclosure statement discussing Round Table’s business operations, services, and fees is available from Round Table upon written request. Round Table does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Round Table’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended or undertaken by Round Table) or product made reference to directly or indirectly by Round Table 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 Round Table’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Round Table’s (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 Round Table, or from any other investment professional. Round Table are neither attorneys nor accountants, 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 Round Table’s web site, 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 Round Table, or from any other investment professional.
Round Table may post content to third-party sites that contain references and/or links to opinion-based content. The content posted is for informational and educational purposes only as of the date of writing and may change at any time based on market or other conditions. The existence of any such link does not constitute an endorsement by Round Table of the linked third-party site or content.
Any posted Social Media content is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor or suggest any specific course of action.
Clicking the “Like” button does not constitute a testimonial for or endorsement of the Company. “Like” is not meant in the traditional sense. Because testimonials relative to investment advisory services are strictly prohibited, any such postings are subject to removal. This is a regulatory requirement and has no bearing on how much we value our clients’ opinions. No one commenting on our Social Media pages should post specific securities recommendations. Questions about a specific investment or security cannot be answered and may be removed from the page.
Photos and images on Round Table’s Social Media pages should not be construed as an endorsement of the adviser by any client or individual. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change.
Each client and prospective client agrees, as a condition precedent to his/her/ its access to Round Table’s website, to release and hold harmless Round Table, its officers, directors, owners, 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 Round Table.