Exponent Wealth Privacy Policy & Disclosures
About Exponent Wealth
Exponent Wealth is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, we have a legal duty to act in our clients' best interests and to provide investment advice that is suitable for each client's individual circumstances.
Privacy Policy
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text message originator opt-in data and consent; this information will not be shared with any third parties. This policy is in compliance with CTIA and TCPA standards.
Important Disclosures
Our website offers general information about our services and should not be acted upon without obtaining specific advice from a qualified professional. The information provided is not intended to provide any investment, tax or legal advice; in addition, nothing on this website should be considered a solicitation for the purchase or sale of any security.
Third Party Websites
We may utilize third party service providers to provide certain tools and/or programs, some of which may be housed on a third-party server or on a website which has been independently developed by others. As such, while accessing this website you may be linked to such other third-party servers. Access to other websites or use of any third-party tools or programs on this website are subject to all terms and conditions found therein.
Links
Some of the information on this website may be provided through linked websites. Links on this website are for informational purposes only. We do not endorse the content nor the products of these linked websites.
Client Portals
Some of the material on this website may be password protected. This area is restricted to authorized users only. The users in these password-protected areas are responsible for their password use and for maintaining its confidentiality. We use encrypted connections and secure authentication to protect client data.
Publications (Articles, videos, commentary, etc.)
The views expressed are those of the author as of the date noted and are subject to change based on market and other various conditions. Material discussed is meant to provide general information and it is not to be construed as specific investment, tax or legal advice. Historical and current data are not predictive of future outcomes. The information contained in our presentations has been compiled from third party sources and is believed to be reliable; however, accuracy is not guaranteed. Past performance is not a guarantee of future results.
Social Media
Exponent Wealth (Exponent) social media profiles are for informational purposes only, and their content is not an offer to sell nor a solicitation to buy securities. The information on social media sites should not be used in making investment, tax or legal decisions. Investors should carefully consider the investment objectives, risks, and expenses associated with any investment. Third-party posts or re-posts that appear on social media sites have not been reviewed or approved by Exponent for completeness or accuracy. Information written by third-parties does not necessarily reflect the views or opinions of Exponent or its affiliates. Exponent and third parties acting on its behalf, reserve the right, to the extent permitted under applicable law; to process, retain and monitor all electronic communications (including personally identifiable information). No client-specific advice or investment recommendations are provided via social media. By sending direct messages and/or posting comments, you consent to such processing, retention and monitoring.
Website Terms of Use
By accessing and using this website, you agree to the following terms:
Limitation of Liability: Exponent Wealth and its affiliates shall not be liable for any direct, indirect, incidental, or consequential damages arising from your use of this website or reliance on any information contained herein.
No Warranty: This website and its content are provided "as is" without warranties of any kind, either express or implied.
Governing Law: These terms shall be governed by the laws of the State of Utah without regard to conflict of law principles.
Modifications: We reserve the right to modify these terms at any time. Continued use of the website constitutes acceptance of any modifications.
General Disclosure
Exponent Wealth is a registered investment advisor. Our Form ADV Part 2 brochure contains important information about our services, fees, conflicts of interest, and disciplinary history. You may obtain a copy of our Form ADV Part 2 brochure by contacting us directly or by visiting the SEC's Investment Advisor Public Disclosure website at www.adviserinfo.sec.gov and searching for our firm (CRD# 334968).
With any investment strategy, there is potential for profit as well as the possibility of loss. All investments involve risk (the amount of which may vary significantly). Past performance is not a guarantee of future results.
This site may use cookies or similar technologies to enhance user experience.
