Important Information Regarding
This Website and Its Content
GENERAL INFORMATION
Bradley Wealth, LLC (“we,” “us,” or “our”) is an investment advisor registered pursuant to the laws and regulations of the U.S. Securities and Exchange Commission. Registration of an investment advisor does not imply any level of skill or training. Our principal offices are located in Scottsdale, Arizona. We also have an office in San Diego, California.
Our financial philosophy centers on comprehensive wealth management, which includes financial planning, retirement planning, estate planning, tax planning, investment management services, and alternative investment advisement, to assist individuals, families, entrepreneurs, and organizations in achieving their long-term financial and wealth management goals.
ADVISORY REGULATIONS
Our firm and investment advisor representative(s) are in compliance with the current regulatory filing requirements imposed by states where we conduct business. We only transact business states where we have made the requisite filings or operate pursuant to an exemption from the filing requirements. Our Form CRS, which summarizes our advisory services, is available on our website www.bradleywealth.com for your review. Please also contact us for a copy of our Brochure, which provides details regarding our advisory services, fees and operations.
ONLINE PRIVACY RELATIVE TO THIS WEBSITE
We are committed to safeguarding consumer, prospective client, and client privacy, whether accessing our information online or otherwise. The information on this website is limited to the dissemination of general information about advisory services and investment strategies offered by our firm.
This website may also link or provide access to additional investment-related information and publications (e.g., unaffiliated third-party content and applications). We also link or provide access to portals or websites of unaffiliated third-party service providers.
Our privacy provisions apply to this website and any online applications offered by unaffiliated third-party service providers engaged by us. We have confirmed that unaffiliated third-party service providers have proper security protocols to safeguard such information. It is important to note that Bradley Wealth only shares non-public personal information (NPI) with third parties upon receipt of a prospective client’s and client’s informed consent, pursuant to a client’s written agreement for services provided by an unaffiliated third-party service provider and as described in our Privacy Policy Notice.
LIMITATIONS OF INFORMATION ON THIS WEBSITE
Consumers or prospective clients should not construe this website as a provision of personalized investment advisory recommendations or solicitation to effect or an attempt to effect transactions in securities. Any subsequent, direct communication by Bradley Wealth with a prospective client will be conducted by an investment advisor representative of our firm that is registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
Investments involve varying degrees of risk. There can be no assurance that any investment strategy or specific securities or investment vehicles (including those undertaken or recommended by Bradley Wealth will be profitable or equal any historical performance level(s). PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. Consumers or prospective clients should consult with qualified investment, legal, or tax professionals before implementing strategies or investing in investment vehicles or securities discussed on this website (or linked content).
USER CONSENT TO TERMS AND CONDITIONS
Each consumer and prospective client agrees, as a condition precedent to access this website, to release and hold harmless Bradley Wealth, its officers, directors, owners, employees, and agents from all adverse consequences resulting from any actions or omissions that are independent of the receipt of personalized individual advice from Bradley Wealth.