YorkBridge Wealth Partners, LLC (“the Firm”) is an SEC-registered investment adviser (RIA) with offices in New York City and Bridgehampton, New York. The Firm and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC-registered investment advisers by those states in which the Firm maintains clients. The Firm may only transact business in those states in which it is notice filed and/or registered, or qualifies for an exemption or exclusion from notice filed and/or registered requirements. The Firm’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 the Firm’s website on the Internet should not be construed by any consumer and/or prospective client as the Firm’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 Firm 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.
Investments through RIAs are not FDIC insured, not bank guaranteed, not insured by any state or federal agency and may lose value, including loss of principal.For information pertaining to the registration status of the Firm, please contact the SEC (www.adviserinfo.sec.gov) or the state securities regulators for those states in which the Firm maintains a notice filing. A copy of the Firm’s current written disclosure statement discussing the Firm’s business operations, services and fees is available from the Firm upon written request.
The Firm 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 Firm 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 the Firm, will be profitable or equal any historical performance levels.
Certain portions of the Firm’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Firm’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 positions and/or recommendations. Moreover, no client or prospective clients should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from the Firm or from any other investment professional. The Firm is neither an attorney nor an accountant, and no portion of the website 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 clients or prospective clients as a guarantee that they will experience a certain level of results if the Firm is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of the Firm 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 advisor.
To the extent that any clients or prospective clients utilize any economic calculator or similar interactive device contained within or linked to the Firm’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 the Firm, or from any other investment professional.
As a condition precedent to accessing to the Firm’s website, all clients and prospective clients agree to release and hold harmless the Firm (including its officers, directors, owners, employees and agents) from any and all adverse consequences that result from any actions and/or omissions that are independent of clients’ receipt of personalized advice from the Firm.