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Last Updated: January 1, 2024
Welcome to the Rothschild Wealth Management website. By accessing or using this website (the "Website"), you agree to be bound by these Terms of Use. If you do not agree to these terms, please do not use this Website. These Terms of Use constitute a legally binding agreement between you and Rothschild Wealth Management ("Rothschild WM", "we", "us", or "our").
Rothschild Wealth Management is a financial advisory firm providing personalized wealth management services, including financial planning, investment advisory, retirement planning, estate planning, and banking services. Securities and advisory services are offered through registered broker-dealers and investment advisers. Member FINRA/SIPC.
The content on this Website is provided for general informational and educational purposes only and does not constitute investment, tax, legal, or other professional advice. Nothing on this Website should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security, or any other product or service by Rothschild WM or any other third party, regardless of whether such security, product, or service is referenced in this Website.
You should not consider any information on this Website as a substitute for the exercise of your own judgment. Before making any investment or financial decisions, you should consult with a qualified professional advisor and consider your individual circumstances and objectives.
THE INFORMATION ON THIS WEBSITE IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. ROthschild WM does not warrant the completeness, accuracy, timeliness, or reliability of the information, data, or text included on this Website and shall not be liable for any errors, omissions, or delays in this information, or for any actions taken in reliance thereon.
In no event shall Rothschild WM, its affiliates, officers, directors, employees, or agents be liable for any direct, indirect, incidental, consequential, special, or punitive damages arising out of or in connection with your access to or use of, or inability to access or use, this Website or any content hereof. This limitation of liability applies to the fullest extent permitted by law.
This Website may contain links to third-party websites that are not owned or controlled by Rothschild WM. We have no control over, and assume no responsibility for, the content, privacy policies, or practices of any third-party websites. The inclusion of any link does not imply endorsement, approval, or recommendation by Rothschild WM.
All content on this Website, including but not limited to text, graphics, logos, images, audio clips, video clips, data compilations, software, and the selection and arrangement thereof, is the property of Rothschild WM or its content suppliers and is protected by applicable intellectual property laws. You may not reproduce, distribute, modify, create derivative works of, publicly display, publicly perform, republish, download, store, or transmit any of the material on this Website, except as follows: you may print or download a single copy for your personal, non-commercial use only.
Your use of this Website is also governed by our Privacy Statement, which is incorporated into these Terms of Use by reference. Please review our Privacy Statement to understand our practices regarding the collection, use, and disclosure of your personal information.
You are responsible for maintaining the confidentiality of your account credentials and for restricting access to your devices. You agree to accept responsibility for all activities that occur under your account. Rothschild WM employs industry-standard security measures, including encryption and multi-factor authentication, to protect your information. However, no method of transmission over the Internet or method of electronic storage is 100% secure, and we cannot guarantee absolute security.
You may not use this Website for any unlawful purpose or any purpose prohibited by these Terms. You may not attempt to gain unauthorized access to any portion of the Website, other accounts, computer systems, or networks connected to the Website. You may not use any automated tools, bots, or scripts to access or interact with this Website without our prior written consent.
Rothschild Wealth Management is a registered investment adviser and broker-dealer. Registration does not constitute an endorsement by the SEC nor does it indicate a particular level of skill or training. For more information about our advisory and brokerage services, please refer to our Form ADV Part 2A and Form CRS, available upon request or through the SEC's Investment Adviser Public Disclosure website (adviserinfo.sec.gov).
Investment products are: Not FDIC Insured | Not Bank Guaranteed | May Lose Value
These Terms of Use shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law provisions. Any dispute arising under these Terms shall be resolved exclusively in the federal or state courts located in New York, New York.
We reserve the right to modify these Terms of Use at any time without prior notice. Changes will be effective immediately upon posting to this Website. Your continued use of the Website after any modifications indicates your acceptance of the modified terms. We encourage you to review these Terms periodically.
If you have any questions about these Terms of Use, please contact us: