Please read the entire TERMS AND CONDITIONS OF USE carefully before you use this website. If you do not agree to all these terms and conditions, do not access this website, or any of its pages. By using this website, and whether or not you actually read these terms and conditions, you are deemed to have accepted them.

Terms of Usage

Congress Wealth Advisor Solutions (“CWAS”) is a division of Congress Wealth Management, LLC (“CWM”), which is an SEC registered investment adviser headquartered in Boston, MA. 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. CWAS’ 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 CWAS’ web site on the Internet should not be construed by any consumer and/or prospective client as CWAS’ 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 CWAS. Any subsequent, direct communication by CWAS 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. CWAS 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.

Disclaimer related to Information

This information discusses general market activity, industry or sector trends, or other broad-based economic, market or political conditions and should not be construed as research or investment advice. This information may not be current and CWAS has no obligation to provide any updates or changes. Although certain information has been obtained from sources believed to be reliable, we do not guarantee its accuracy, completeness or fairness. We have relied upon and assumed without independent verification, the accuracy and completeness of all information available from public sources.

Modification of Terms and Conditions of Use

CWAS reserves the right to change, modify, add or remove portions of the Terms and Conditions of Use at any time. Accordingly, it is suggested that you review these terms periodically for changes. Use of this website connotes that you have accepted any changed terms.