Disclosures and Disclaimers

Important Disclosure Information Regarding This Website and Its Content

 

GENERAL INFORMATION

Bradley Wealth Management, LLC (“Bradley”) is an Investment Advisor registered pursuant to the laws of the State of California.  Located in San Diego, California, our firm focuses on wealth planning, wealth accumulation, and wealth preservation.

ADVISORY REGULATIONS

Bradley and its investment advisor representatives are in compliance with the current regulatory filing requirements imposed by those states in which Bradley conducts business and maintains clients. Bradley may only transact business in those states in where it is registered, or qualifies for an exemption or exclusion from registration requirements. For information pertaining to the registration status of Bradley, please contact the state securities regulators for those states in which Bradley maintains it registration(s). A copy of Bradley’s current Firm Brochure discussing Bradley’s business operations, services, and fees is available from Bradley upon request.

LIMITATIONS OF INFORMATION ON THIS SITE

The information on this site is limited to dissemination of general information pertaining to our advisory services as well as access to additional investment-related information, publications, and links (some to unaffiliated third party content).  Any subsequent, direct communication by Bradley with a prospective client will be conducted by an investment advisor representative that either is registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Accordingly, prospective clients, consumers, or existing clients should not construe Bradley’s web site as rendering of personalized investment advisory recommendations or solicitation to effect, or attempt to effect transactions in securities.

SITE CONTENT DISCLAIMERS

Bradley 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 Bradley’s web site or incorporated herein, and takes no responsibility thereof. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Bradley), will be profitable or equal any historical performance level(s).  PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.

Certain portions of Bradley’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, or provide access to, Bradley’s (and those of other investment and non-investment professionals) positions or recommendations as of a specific date.  Due to various factors, including changing market conditions, such discussions may no longer be reflective of current position(s) 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 Bradley or from any other investment professional.  Bradley is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal or tax advice.  Users of this site are advised to seek personalized advice from investment, legal or tax professionals.

Rankings or recognition by unaffiliated rating services or publications should not be construed by a client or prospective client as a guarantee of an experience at the same level of results if Bradley is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Bradley by any of its clients.  Rankings published by magazines, and others, generally base their selections exclusively on information prepared or submitted by the recognized adviser.

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

USER CONSENT TO TERMS AND CONDITIONS

Each prospective client, consumer, and client agrees, as a condition precedent to access this site, to release and hold harmless Bradley, its officers, directors, owners, employees, and agents from all adverse consequences resulting from any actions or omissions that are independent of receipt of personalized individual advice from Bradley Wealth.

Latest News

Weekly Market Commentary – October 17, 2017

Weekly Market Commentary – October 17, 2017

There’s a new kid in town: narrative economics. Last week, Richard Thaler was awarded the Nobel Prize in economics. His work in behavioral economics and finance recognizes not all economic and financial decisions are made after rational reflection. In Nudge, he wrote:... read more

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