Leahy Wealth Management Group’s website and Robert Leahy’s published online content at Forbes and their affiliates, and all other media and third parties is limited to the dissemination of general information. Accordingly, its publication and availability on the internet should not be construed by any consumer as a solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. None of our online content should be interpreted in any manner whatsoever as a substitute for, or the receipt of, personalized investment advice. Information contained in our content is not suitable for everyone and may be derived from external sources that are not affiliated with Leahy Wealth Management Group. While we believe our sources to be reputable, we make no representation or guarantee as to the accuracy, timeliness or suitability, completeness or relevance of the information prepared by any unaffiliated third-party, whether linked to the website or referenced herein. All such information is provided for convenience purposes only and all users therefore should be guided accordingly. Any subsequent, direct communication with a prospective client of the Firm will be initiated by a representative whom is either registered or exempt from registration in the state in which the prospect resides. The website and our online content is limited to dissemination of general information in all regards including investment advisory services to individuals residing in those states where providing such information is not prohibited by applicable law.
No promise is made to guarantee the accuracy, timeliness or completeness of any information or claims presented on this website, or Robert Leahy and the Firms online published content at Forbes and elswhere. The readers of this information and published content on the internet, accept the content has been prepared for general information purposes only and has no regard to specific investment objectives, or particular needs of any specific recipient, and therefore they shall not make any claim, demand or cause of action on the basis of the information on this website. Past performance is not indicative of future results. Therefore, the discussion of any specific investment, or investment strategy directly or indirectly by us (on this site, Forbes, other media outlets, or via a link to an unaffiliated third party website) should not be considered based on past performance. Investments involve varying degrees of risk, and there is no assurance that any investment or investment strategy will be profitable, or even suitable for a client or prospective client’s future portfolio. Historical performance for investment indices/ categories generally do not reflect the deduction of transaction expenses, custodial charges, investment management fees, or the impact of taxes, all of which would decrease past performance figures. Information throughout this site, and other media outlets with our content, whether stock quotes, charts, articles, or any other statement(s) regarding the market or other financial information is obtained from sources which we, and/ or our suppliers believe to be reliable, but we cannot warrant or guarantee the timeliness or accuracy of the information.
Certain portions of our website, and other media content (i.e. blog, commentaries, etc.) may contain a discussion of, and/or provide access to our (and other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors such discussion may no longer reflect our current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from us, or from any other investment professional. We are neither an attorney nor accountant, and no portion of this website and our published content should be interpreted as legal, accounting, or tax advice. To the extent that any client or prospective client utilizes any financial calculator or similar device / program contained within, or linked to our web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/program, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from us, or from any other investment professional.
Detailed information pertaining to Leahy Wealth Management Group qualifications, business operations, fee schedule service offerings can be found in the Firm’s Disclosure Brochure which appears as Part 2A of Leahy Wealth Management Group’s Form ADV. Additional information about Leahy Wealth Management, as well as a current version of the Firm’s Disclosure Brochure, is available on the Investment Advisor Public Disclosure website which is operated by the U.S. Securities and Exchange Commission, at http://www.adviserinfo.sec.gov/IAPD/Content/IapdMain/iapd_SiteMap.aspx
ACCESS TO LEAHY WEALTH MANAGMENT GROUP’S WEBSITE AND OTHER CONTENT PUBLISHED AT FORBES OR OTHER THRID PARTIES IS PROVIDED FOR INFORMATION PURPOSES ONLY AND WITHOUT WARRANTIES-EXPRESS OR IMPLIED-WITH REGARD TO THE ACCURACY, TIMELINESS OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD-PARTY WEBSITE LINKED HERETO.
Our privacy policies and procedures to safeguard your nonpublic personal information are as follows:
INFORMATION WE COLLECT: We collect certain personally identifiable financial information about our clients to provide our wealth management services. The personally identifiable financial information that we gather during the normal course of doing business with you may include: (1) information we receive from you on Fidelity account applications or other forms and applications; (2) information about your transactions with us, our affiliates, or others; (3) information we may receive from your attorney, CPA, and other managers, advisors, or agencies.
INFORMATION WE DISCLOSE: We do not disclose any nonpublic personal information about our clients or former clients to anyone, except as permitted or required by law, or as necessary to provide services to you. In accordance with privacy standards we may disclose all of the information we collect, as described above, to certain nonaffiliated third parties such as attorneys, accountants, auditors and persons or entities that are assessing our compliance with industry standards. We enter into contractual agreements with all nonaffiliated third parties that prohibit such third parties from disclosing or using the information other than to carry out the purposes for which we disclose the information. We may share information with our affiliated financial service companies, such as banks and brokerage company, as reasonably needed to provide the investment, tax, insurance and other wealth management services that we have been engaged to perform, or otherwise to identify services which may serve your financial, investment or planning objectives. If you would like a list of affiliated financial service companies, please contact us. However, in all such instances, we restrict access to your personal and financial information to those employees who have a reasonable need to know that information to provide or identify such services to you. As an individual, you have the right to instruct us not to share among our affiliated financial service companies certain information from your account applications or information received from third parties. Please notify us if you would like us to limit the sharing of this other information. CONFIDENTIALITY AND SECURITY: We restrict access to nonpublic personal information about you to those Employees who need to know that information to provide wealth management services to you. We maintain physical, electronic, and procedural safeguards to guard your nonpublic personal information.