Welcome! Thank you for visiting our web site located at www.cwllc.com (the “Site”).
The Site is intended for use only by visitors who are located in the United States.
Please review our Privacy Statement that also governs your visit to the Site to understand our privacy practices.
Ownership of the Site
The Site and all of its contents (including, but not limited to, text, graphics, audio clips, logos, buttons, images, downloads, data compilations, software, icons, html codes and xml codes), as well as all copyright, trademark and other rights therein, are owned by Cambridge Wealth Management or its third-party information providers and are protected by United States and international intellectual property laws.
Who We Are
Cambridge Wealth Management, LLC is a state registered investment advisor located in Cambridge, New York. CWM is in compliance with the current filing requirements imposed upon New York registered investment advisors and by those states in which CWM maintains clients. CWM may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.
Your Right to Use the Site
Cambridge Wealth Management grants you a limited, non-transferable right to view, store, bookmark, download and print pages of the Site solely for your personal, non-commercial purposes, provided that if you copy any materials from the Site, you must not remove any copyright or other proprietary notices from such copies.
You may not make any use of the Site other than as permitted by the preceding sentence. Without limitation, you may not copy, publish, transmit, distribute or otherwise use any of the contents of the Site, in part or in whole, for non-personal or commercial purposes with out the express written consent of Cambridge Wealth Management. You may not place a link to the Site on any other web site or frame the Site within another web site without our prior, written permission. Also, you may not interfere or attempt to interfere with the proper operation of the Site, including through the use of any device, software or routine, or access or attempt to gain access to any data, files or passwords related to the Site through hacking, password mining or any other means.
We reserve the right, in our sole and unreviewable discretion, to suspend, discontinue, modify or restrict the use and availability of the Site or any portion thereof, at any time without notification to you or any third-party.
Links to Third-Party Web Sites
No offer, investment advice, or performance guarantees
The data, information, and content on the Site are for informational, educational, and non-commercial purposes only. Although Cambridge Wealth Management may provide data, information, and content relating to financial planning, tax planning, estate planning, and other wealth management topics, you should not construe any such information as tax, legal, or investment advice. The services, securities and financial instruments described on this Site may not be available to or suitable for you, and not all strategies are appropriate at all times. All illustrations are for informational purposes only, and generally do not reflect the deduction of transaction and/or custodial fees, the deduction of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results. Returns that may be referenced are based on past performance and in no way represent a guarantee of future results. You are responsible for evaluating the information provided to you and any risk and reward associated with the material before making any decision based on data, information, and content on the Site. Our relationship with each client, including the specific services we provide to that client, is governed solely by our contract with that client and not by any description of services or other information on this website. Clients should consult their advisor with regard to any questions they may have. Nothing on this web site should imply that past results are an indication of future performance. Past performance does not guarantee future performance. Independent advice should be sought in all cases. You acknowledge and agree that Cambridge Wealth Management is not acting in any fiduciary capacity, nor is any fiduciary relationship created, as a result of your use of, or access to, the Site.
Disclaimer of Representation and Warranties
We are providing access to the Site and its contents as a convenience to you. The Site and its contents are provided “AS IS.”
All Site content is presented only as of the date published or indicated, and may be superseded by subsequent market events or for other reasons. In addition, you are responsible for ensuring that the cache settings on your browser are set to allow you to receive the most recent Site content.
Neither we nor any of our suppliers assume any responsibility for the accuracy of any information contained on the Site, for any interruptions or errors in accessing the Site, or for any viruses or other harmful components contained on the Site or the server from which the Site is made available. We assume no responsibility for the timeliness, accuracy, or truthfulness of Site content derived from unaffiliated third-party sources.
NEITHER CAMBRIDGE WEALTH MANAGEMENT NOR ITS SUPPLIERS MAKE ANY WARRANTY OF ANY KIND WITH RESPECT TO THE SITE, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT OR ANY WARRANTIES ARISING FROM A COURSE OF PERFORMANCE, A COURSE OF DEALING OR TRADE USAGE. THIS SITE INCLUDES FACTS, VIEWS AND OPINIONS OF INDIVIDUALS AND ORGANIZATIONS DEEMED OF INTEREST. NOTHING CONTAINED ON THIS SITE SHALL BE CONSTRUED AS AN ENDORSEMENT OF THESE VIEWS OR OPINIONS.
Limitation of Liability
UNDER NO CIRCUMSTANCES SHALL CAMBRIDGE WEALTH MANAGEMENT OR ANY OF ITS MEMBERS, PRINCIPALS, DIRECTORS, EMPLOYEES, ATTORNEYS, ADVISORS, REPRESENTATIVES, AFFILIATES, AGENTS, SUPPLIERS, OR SUCCESSORS BE LIABLE TO ANY PERSON FOR ANY DIRECT, SPECIAL, INCIDENTAL, PUNITIVE, INDIRECT, OR CONSEQUENTIAL DAMAGES (INCLUDING, BUT NOT LIMITED TO, LOSS OF PROFITS OR REVENUES, LOST DATA OR INFORMATION, LOSS OF USE OF THE SITE, BUSINESS INTERRUPTION, LOSS OF BUSINESS REPUTATION OR GOODWILL, COSTS OF SUBSTITUTE SERVICES OR DOWNTIME COSTS) RESULTING FROM ACCESS TO OR OTHER USE OF THE SITE OR RELIANCE UPON ANY INFORMATION PRESENTED ON THE SITE, EVEN IF THE CAMBRIDGE WEALTH MANAGEMENT IS INFORMED IN ADVANCE OF THE POSSIBILITY OF SUCH DAMAGES AND NOTWITHSTANDING ANY FAILURE OF ESSENTIAL PURPOSE OF ANY LIMITED REMEDY. Some jurisdictions may not allow certain limitations of liability, so the above limitations may not apply to you. Our liability in such case shall be limited to the greatest extent permitted by applicable law.
Governing Law and Jurisdiction
Terminology and Other References
“CFP” refers to those who have earned the Certified Financial Planner designation and is a registered certification mark of the Certified Financial Planner Board of Standards, Inc.
Reference to registration with the State of New York and the Commonwealth of Massachusetts does not imply that these respective state regulatory agencies have endorsed or approved the qualifications of Cambridge Wealth Management or its respective representatives to provide any advisory services described on the Site. Data and/or statistics included on the Site, including references to certain levels of assets under management, are based upon information reasonably available to us as of the applicable date(s) then-published. Information has been obtained from sources that we believe to be reliable, but these sources cannot be guaranteed as to their accuracy or completeness. No implication shall be created that the information contained on the Site is correct, including as of any time subsequent to the publish date, and Cambridge Wealth Management does not undertake an obligation to update such information at any time after such date.
Social Media Policy
Our social media channels (including Twitter, Google, You Tube, Facebook, and LinkedIn) contain the views and opinions of Cambridge Wealth Management, LLC. These views may change and are expressed for informational purposes only. They should not be taken as advice or as a recommendation to make an investment decision.
Given the regulations governing our industry, below are some important guidelines and disclosures that govern our participation in social channels, and how we interact with you. Please read them carefully.
To help ensure exchanges are productive and respectful of diverse viewpoints, and generally stay on topic, we require that you follow our guidelines. Due to industry law, please do not “endorse” or “recommend” Cambridge Wealth Management, LLC. Comments and opinions posted by users are the responsibility of the person who posted them. Cambridge Wealth Management, LLC does not adopt, endorse, or guarantee the accuracy of content posted by others, and such content does not represent the views of Cambridge Wealth Management, LLC.
We reserve the right to remove comments and block any commenter who posts content, or whose social media account contains content that is deemed inappropriate or offensive, including those that put us in legal jeopardy; include personal abuse; and/or include racist, sexist and homophobic comments. We may also reject comments that:
Are considered likely to disrupt, provoke, attack or offend others
Are considered to be off-topic
Contain language likely to offend
Break the law or condone or encourage unlawful activity, including copyright, trade secret, confidential or proprietary information, and so forth
Are seen to advertise or promote products, services or external content
Include contact details such as phone numbers, postal or email addresses
Are seen to impersonate someone else
Third-party posts do not reflect the views of Cambridge Wealth Management, LLC or any of its affiliates, and they have not been reviewed by us for completeness or accuracy.
Always respect your own privacy. Do not send or post personal information or account information via social media. We will never ask you to disclose your social security or other personal identification number, financial account information, passwords or PINs via social media.
The “Like” Feature
“Liking” us on our social media sites lets users make a connection with us and our page. It is not an indication of any endorsement for the products or services offered through us or any of our affiliates. Cambridge Wealth Management, LLC does not solicit testimonials or endorsements on our platforms, and, in particular, when related to our investment advisory business. Positive feedback may not be representative of the experience of all clients, does not guarantee future performance or success, and should not be considered a recommendation by us for any specific investment product.
Retweets, likes, or other sharing of content are not endorsements.
Tweets and Posts
Cambridge Wealth Management, LLC tweets and posts are for informational purposes only and should not be considered individual investment advice or a recommendation to invest in any security or to adopt any investment strategy. They are not intended as a complete analysis of every material fact regarding any country, region, market, industry, investment or strategy. Cambridge Wealth Management, LLC comments, opinions, and analyses are rendered as of the date of the posting and may change without notice, because market and economic conditions are subject to change. Reliance upon information in the posting is at the sole discretion of the user. You should always seek independent advice before making financial decisions.
Retweets, likes, or other sharing of content are not endorsements.
Cambridge Wealth Management, LLC.
Attention: Chief Compliance Officer
Hours of Operation: 8:30 A.M. - 5 P.M. EST
5 Washington Street
Cambridge, NY 12816