Terms of Use

Fusion Family Wealth (“Fusion Family Wealth”) is an SEC-registered investment adviser with offices in New York, N.Y. and Long Island, N.Y. Fusion Family Wealth and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which Fusion Family Wealth maintains clients. Fusion Family Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Fusion Family Wealth’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Fusion Family Wealth’s website on the Internet should not be construed by any consumer and/or prospective client as Fusion Family Wealth’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 Fusion Family Wealth 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 Fusion Family Wealth, please contact the SEC or the state securities regulators for those states in which Fusion Family Wealth maintains a notice filing. A copy of Fusion Family Wealth’s current written disclosure statement discussing Fusion Family Wealth’s business operations, services, and fees is available from Fusion Family Wealth upon written request. Fusion Family Wealth 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 the Fusion Family Wealth website or incorporated herein, and takes no responsibility therefore. 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 Fusion Family Wealth), will be profitable or equal any historical performance level(s).

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

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Fusion Family Wealth is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Fusion Family Wealth by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/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 Fusion Family Wealth’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/ device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Fusion Family Wealth, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Fusion Family Wealth’s website, to release and hold harmless Fusion Family Wealth, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Fusion Family Wealth.