Legacy Private Client Services Legal Disclaimers

Disclosures

Rosen Group Private Wealth Management, LLC, D/B/A Legacy Private Client Services is a SEC registered investment adviser. Legacy Private Client Services may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Legacy Private Client Services web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, Accordingly, the publication of Legacy Private Client Services web site on the Internet should not be construed by any consumer and/or prospective client as our Adviser’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 the Adviser 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 Legacy Private Client Services A copy of Legacy Private Client Services current written disclosure statement discussing Legacy Private Client Services business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov (CRD #331736) or from the Adviser upon written request, 888 SE 3rd Ave., 4th Floor, Fort Lauderdale, FL 33316.

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 the Adviser), will be profitable or equal any historical performance level(s).

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through individually licensed and appointed insurance agents.

The content on this website is provided by Legacy Private Client Services, its employees, and agents, who expressly disclaim any liability for losses or damages—whether direct, indirect, special, or consequential—incurred by any user of this website. Statistics, factual data, and other information presented are sourced from providers Legacy Private Client Services believes to be reliable; however, errors may occur and information may become outdated. Legacy Private Client Services does not guarantee the accuracy, completeness, quality, or timeliness of any information available on or through this website.

The website is provided on an “as is” and “as available” basis, without any representations, warranties, or conditions of any kind, whether express or implied. It is provided on the understanding that Legacy Private Client Services assumes no liability whatsoever in connection with its use. Under no circumstances will Legacy Private Client Services be liable to you or any other party for any indirect, incidental, consequential, special, punitive, or exemplary loss or damage arising from or related to use of the website.

By accessing this website, each user releases Legacy Private Client Services, its directors, officers, employees, agents, and related companies from all claims and proceedings for such losses, damages, or consequences. Changes may be made at any time to the services offered by Legacy Private Client Services or to the content on this website without prior notice.

Confidentiality

This website is not a secure medium for communication. Instructions must not be provided via email or through the contact form, as they may not be received or acted upon in a timely manner. Any confidential, proprietary, or sensitive information transmitted through this website may be read or intercepted by unauthorized parties. Legacy Private Client Services cannot ensure the privacy, accuracy, or authenticity of any information or instructions sent over the Internet.