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Baker Tilly Wealth Management social media disclaimer

Social media disclaimer

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Baker Tilly Wealth Management, LLC is a registered investment advisor. Baker Tilly Wealth Management, LLC, (Baker Tilly Wealth Management) sponsors and publishes posts on or through pages, profiles, accounts, feeds, channels or other portions of various social media platforms, including but not limited to You Tube, Face book, Linkedln and Twitter ( each, a "site") for educational, promotional or other business reasons.

About Baker Tilly Wealth Management posts

No Baker Tilly Wealth Management post published on any social media platform is an offer to sell or a solicitation of an offer to buy shares of any investment product to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the laws of such jurisdiction. Additionally, all Baker Tilly Wealth Management posts published on any social media platform are for informational purposes only and should not be considered as investment advice or recommendations to invest in any particular security, strategy or investment product.

Baker Tilly Wealth Management posts on social media may include statements concerning financial market trends, and are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Historic market trends are not reliable indicators of actual future market behavior or future performance, and should not be relied upon as such. The investment strategies and broad themes discussed in Baker Tilly Wealth Management's social media posts may be unsuitable for investors depending on their specific investment objectives and financial situation. Information contained in posts has been obtained from sources believed to be reliable, but not guaranteed. You should note that the materials on the social media platforms are provided "as is" without any express or implied warranties. Past performance is not a guarantee of future results. All investments involve a degree of risk, including the risk of loss. Any comments made in the materials are opinions with no guarantee that any expressed course of events will actually transpire. No part of Baker Tilly Wealth Management posts may be altered without express written permission from Baker Tilly Wealth Management.

Baker Tilly Wealth Management posts may provide links to third party websites only as a convenience and the inclusion of such links does not imply any endorsement, approval, investigation, verification or monitoring by Baker Tilly Wealth Management of any content or information contained within or accessible from the linked sites. While we make every attempt to provide links only to those websites we think are trustworthy and accurate, we cannot be responsible for the content or accuracy of the information presented on those websites and we specifically disclaim any liability for any loss or damages which you may incur, directly or indirectly, as a result of your use of them. We reserve the right to terminate a link to a third party website at any time.

General use guidelines

Due to the highly regulated nature of our industry and as a matter of policy, Baker Tilly Wealth Management, in most instances, may not reply to user comments. Please ensure that your contributions in relation to any Baker Tilly Wealth Management posts are relevant and topical. Do not publish your own advertisements of any kind on any Baker Tilly Wealth Management social media page or with respect to any Baker Tilly Wealth Management posts. We ask you to be respectful and courteous and refrain from publishing, including through hyper-links, inappropriate or offensive material on any Baker Tilly Wealth Management social media page. Do not attempt to promote investments (this includes giving investment advice, or making recommendations about specific securities, securities strategies, products or services) on any Baker Tilly Wealth Management social media page. Do not attempt to submit to Baker Tilly Wealth Management any personal, confidential or account information through any Baker Tilly Wealth Management social media page. Baker Tilly Wealth Management is not subject to any obligations of confidentiality regarding information submitted to them through any Baker Tilly Wealth Management social media page or otherwise through any social media platform.

Subject to any applicable terms and conditions set forth in our Privacy Statement, any communication or other material that you send to us through the Internet or post on any social media page by electronic mail or otherwise, is and will be deemed to be non-confidential as between you and us and Baker Tilly Wealth Management shall have no obligation of any kind with respect to such information. Baker Tilly Wealth Management will be free to use, for any purpose, and without compensation due or payable to you, any ideas, concepts, know-how or techniques provided by you to Baker Tilly Management through any social media page.

Use social media platforms at your own risk

Baker Tilly Wealth Management is in no way affiliated with any social media platform and has no responsibility for any social media page’s operations and services. Baker Tilly Wealth Management and their respective affiliates, directors, officers, or employees are not liable for any direct, indirect, incidental, consequential, punitive or special damages arising out of or in any way connected with your access or use of, or inability to access or use, a social media platform, any Baker Tilly Wealth Management social media page thereon or reliance on any Baker Tilly Wealth Management post or any failure of performance, interruption, defect, delay in transmission, computer viruses or other harmful components, or line or system failure associated with a social media platform or any Baker Tilly Wealth Management social media page thereon. Use of a social media platform or any Baker Tilly Wealth Management social media page thereon is at your own risk.

Third-party posts on any Baker Tilly Wealth Management social media page

While Baker Tilly Wealth Management may monitor third-party posts published on any Baker Tilly Wealth Management social media page, such posts may be reviewed to ensure regulatory compliance, but otherwise are not edited before being displayed. Third-party posts on any Baker Tilly Wealth Management social media page are the view and responsibility of the third-party, not Baker Tilly Wealth Management. Baker Tilly Wealth Management cannot guarantee the appropriateness, accuracy or usefulness of any third-party posts or of any third-party hyper-link, nor are they responsible for any unauthorized or copyrighted materials contributed by a third-party in any Baker Tilly Wealth Management social media page. Baker Tilly Wealth Management reserves the right to remove or edit any third-party posts or comments on any Baker Tilly Wealth Management social media page that are inappropriate or that violate (or may violate) applicable regulations.

Any descriptions of, references to or links to other products, publications or services do not constitute an endorsement, authorization, sponsorship by or affiliation with Baker Tilly Wealth Management with respect to any hyper-linked site or its sponsor, unless expressly stated by Baker Tilly Wealth Management. Baker Tilly Wealth Management expressly disclaims any responsibility for the posts, the accuracy of the information and/or quality of products or services provided by or advertised on these third-party sites, as posted by third-parties on any Baker Tilly Wealth Management social media page.

Your acceptance of these terms

Your use of the site constitutes your acceptance of the terms contained herein. You may reject these terms by leaving the site at any time.

For additional information about Baker Tilly Wealth Management or to contact us, please visit our website at the Wealth Management webpage.

Baker Tilly Wealth Management, LLC (BTWM) is a registered investment advisor. BTWM does not provide tax or legal advice. BTWM is not an attorney. Estate planning can involve a complex web of tax rules and regulations. Consider consulting a tax or legal professional about your particular circumstances before implementing any tax or legal strategy. The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Securities, when offered, and transaction advisory services are offered through Baker Tilly Capital, LLC, Member FINRA and SIPC; Office of Supervisory Jurisdiction located at 4807 Innovate Ln., Madison, WI 53718; phone: +1 (800) 362 7301. Baker Tilly Wealth Management, LLC and Baker Tilly Capital, LLC are controlled by Baker Tilly US, LLP. Baker Tilly US, LLP, is an independently owned and managed member of Baker Tilly International. © 2024 Baker Tilly Wealth Management, LLC