Important Disclosures
Clark Private Wealth, LLC (“CPW”) is a Registered Investment Advisor (“RIA”) located
in the State of Florida. CPW provides investment advisory and related services for
clients nationally. CPW will maintain all applicable registration and licenses as required
by the various states in which CPW conducts business, as applicable. CPW renders
individualized responses to persons in a particular state only after complying with all
regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Terms of Use
Please read these terms and conditions of use (the “Terms”) carefully before using the
Website located at https://clarkpw.com (the “Website”) or any of the information or
services provided by CPW in connection with the Website. By using the Website, you
acknowledge that you have read and understood these Terms and accept to be legally
bound by them. If you do not accept and agree to these Terms, you are not an
authorized user of the Website or any of the information or services provided by CPW in
connection with the Website and should promptly terminate all use thereof. The terms
“you” and “your” mean you and any entity you may represent in connection with the use
of the Website. You may use your browser to download or print a copy of these Terms
for your records.
CPW reserves the right to change, modify, add or remove portions of these Terms at
any time for any reason. We suggest that you review these Terms periodically for
changes. Such changes shall be effective immediately upon posting. You acknowledge
that by accessing our Website after we have posted changes to these Terms, you are
agreeing to these Terms as modified.
These Terms were last updated on November 29, 2022.
Risk Disclosures
Different types of investments involve varying degrees of risk. Therefore, it
should not be assumed that future performance of any specific investment or
investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does
not, however, guarantee a profit or protect against loss. Performance of the asset
allocation strategies depends on the underlying investments.
This Website is intended to provide general information about CPW and its services. It
is not intended to offer or deliver investment advice in any way. Information regarding
investment services are provided solely to gain an understanding of our investment
philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this Website are based on generally available
information and are believed to be reliable. CPW does not guarantee the accuracy of
the information contained in this Website. The information is of a general nature and
should not be construed as investment advice.
Please remember that it remains your responsibility to advise CPW, in writing, if there
are any changes in your personal/financial situation or investment objectives for the
purpose of reviewing/evaluating/revising our previous recommendations and/or
services, if you would like to impose, add, or to modify any reasonable restrictions to our
investment advisory services.
CPW will provide all prospective clients with a copy of our current Form ADV, Part 2A
(“Disclosure Brochure”), Form ADV Part 2B (“Brochure Supplement”). You may obtain a
copy of these disclosures on the SEC Website at http://adviserinfo.sec.gov or you may
Contact Us [Dakota@ClarkPW.com] to request a free copy via .pdf or hardcopy.
Privacy Disclosures
CPW is committed to safeguarding the use of personal information of our Clients (also
referred to as “you” and “your”) that we obtain as your Investment Advisor, as described
in our Privacy Policy.
CPW does not collect personal non-public information through this Website; however,
the Advisor may collect information from you on application forms, agreements, profile
or investment policy statements, and other documents received or processed in relation
to services we provide. We also may collect information from other sources.
We do not respond to “do not track” requests because we do not track you over time or
across third party Websites to provide targeted advertising. We may track you across
our Website to help us improve our content.
We may use “cookies” and similar online technologies to keep, and sometimes track,
information about you regarding your usage of our Website. Cookies are small data files
that are sent to your browser or related software from a Web server and stored on your
device. Cookies help us to collect information about your usage of our Website,
including date and time of visits, pages viewed, amount of time spent on our sites, or
general information about the device used to access the site, such as the browser used.
You can refuse to store or delete cookies by configuring your web browser settings.
Most browsers and mobile devices have their own settings to manage cookies. If you
refuse a cookie when on our Website, or if you delete cookies, you may experience
some inconvenience in your use of our Website, such as having to re-configure
preferences.
When you are on this Website you may have the opportunity to click-through to other
Websites, including Websites operated by unaffiliated third parties. These sites may
collect nonpublic personal Information about you. We do not control sites operated by
these entities and are not responsible for the information practices of these sites. This
Privacy Policy does not address the information practices of other Websites. The
privacy policies of Websites operated third parties are located on those sites.
For a copy of the CPW Privacy Policy, please click here.
Email Disclosures
CPW often communicates with its clients and prospective clients through electronic mail
(“email”) and other electronic means. Your privacy and security are very important to us.
CPW makes every effort to ensure that email communications do not contain sensitive
information. We remind our clients and others not to send CPW private information over
email. If you have sensitive data to deliver, we can provide secure means for such
delivery.
Please note: CPW does not accept trading or money movement instructions via email.
As a registered investment advisor, CPW emails may be subject to inspection by the
Chief Compliance Officer (“CCO”) of CPW or the securities regulators.
If you have received an email from CPW in error, we ask that you contact the sender
and destroy the email and its contents.
If you have any questions regarding our email policies, please Contact Us.
Social Websites
CPW may utilize third-party Websites, including social media Websites, blogs and other
interactive content. CPW considers all interactions with clients, prospective clients and
the general public on these sites to be advertisements under the securities regulations.
As such, CPW generally retains copies of information that CPW or third-parties may
contribute to such sites. This information is subject to review and inspection by the CCO
of CPW or the securities regulators.
Information provided on these sites is for informational and/or educational purposes
only and is not, in any way, to be considered investment advice nor a recommendation
of any investment product. Advice may only be provided by CPW’s advisory persons
after entering into an advisory agreement and provided CPW with all requested
background and account information.
If you have any questions regarding our policies, please Contact Us.