Terms and Important Disclosures
Disclosures
DISCLAIMER
SNC Wealth Management LLC (“SNC”) is a registered investment adviser with the State of New Jersey. Registration does not imply a certain level of skill or training.
SNC only transacts business in states in which it is properly registered or is excluded or exempted from registration requirements. The availability of this website does not constitute a solicitation or offer to provide advisory services in any jurisdiction where such offer would be unlawful.
This website may contain “advertisements” as defined under Rule 206(4)-1 under the Investment Advisers Act of 1940 (the “Marketing Rule”).
Nothing contained on this website constitutes personalized investment, tax, legal, or insurance advice. The information provided is for general informational purposes only. Any references to investment strategies, securities, or services are for illustrative purposes only and do not constitute a recommendation, solicitation, or offer to buy or sell any securities or to adopt any particular investment strategy.
SNC assumes no responsibility for the accuracy, reliability, completeness, or timeliness of information provided by third-party sources. The information is subject to change without notice and may not reflect current market conditions. There are risks involved with investing, including the possible loss of principal. All investments involve risk, and no investment strategy can guarantee a profit or protect against loss. Past performance is not indicative of future results. Any performance information, if presented, is subject to limitations and may not reflect actual client experience. No representation is made that any client will or is likely to achieve similar results. Any forward-looking statements are hypothetical in nature and are based on assumptions that may not reflect actual market conditions.
To the extent testimonials, endorsements, or third-party ratings are presented, such materials may not be representative of all client experiences and are not guarantees of future performance or success. Diversification does not guarantee a profit or protection against loss.
The information provided herein is limited in scope and may not fully reflect all material risks or considerations associated with any strategy or investment. Additional information about SNC, including its Form ADV Part 2A and Form CRS (Client Relationship Summary), is available upon request or via the SEC’s Investment Adviser Public Disclosure (IAPD) website at www.adviserinfo.sec.gov.
SNC maintains a Privacy Policy describing its collection, use, and safeguarding of client information in accordance with Regulation S-P. Communications sent through this website or via email may not be secure. Users should avoid transmitting sensitive personal or financial information through unsecured channels.
TERMS AND CONDITIONS
Read these terms and conditions (“Terms”) carefully before using the services described herein. By accessing or using the website located at www.SNCWM.com (the “Website”), you acknowledge that you have read, understood, and agree to be bound by these Terms. If you do not agree to these Terms, you should not use this Website.
SNC reserves the right to change, modify, add, or remove portions of these Terms at any time. Such changes shall be effective immediately upon posting. Your continued use of the Website after changes are posted constitutes your acceptance of the revised Terms.
In exchange for using this Website, you agree to indemnify and hold harmless SNC, its officers, directors, employees, affiliates, agents, licensors, and suppliers from any and all claims, losses, liabilities, costs, and expenses (including attorneys’ fees) arising from your use of the Website, your violation of these Terms, or any decisions made based on information provided on the Website.
The information and services provided on this Website are provided “as is” and without warranties of any kind, either express or implied. To the fullest extent permitted by law, SNC disclaims all warranties, including, but not limited to, implied warranties of merchantability, fitness for a particular purpose, and non-infringement. SNC does not warrant the accuracy, completeness, or reliability of any content or that the Website will be uninterrupted or free of errors or harmful components.
Third Party Websites
This Website may contain links to third-party websites for your convenience. When you access these links, you leave the SNC Website. SNC does not control, endorse, or guarantee the content of any third-party websites and is not responsible for their accuracy, completeness, or security. SNC does not monitor or update third-party content and makes no assurance that such information is current or complete. Users should review the privacy and security policies of any linked websites before providing personal information.
Limitation of Liability
SNC and its respective officers, directors, employees, and agents shall not be liable for any damages of any kind, including direct, indirect, incidental, consequential, or special damages (including lost profits or trading losses), arising out of or related to the use or inability to use this Website, even if SNC has been advised of the possibility of such damages. Some jurisdictions may not permit certain limitations of liability, and in such cases, these limitations may not apply to you.
Timeliness of Content
All content on this Website is presented as of the date indicated and may be superseded by subsequent events or market conditions. Information may become outdated and should not be relied upon as current without verification.
Waiver
No waiver by SNC of any right or provision of these Terms shall be deemed a continuing waiver of such right or provision or a waiver of any other provision.
GOVERNING LAW
These Terms and Conditions shall be governed by and construed in accordance with the laws of the State of New Jersey, without regard to conflict of law principles.
LAST UPDATED
June 2026
Disclosures:
This material reflects the opinions of SNC Wealth Management LLC ("SNC"), may contain forward-looking statements, and is subject to change without notice. It is provided for informational purposes only and should not be considered investment, legal, or tax advice, or a recommendation to buy or sell any securities.
Investing involves risk, including the possible loss of principal. Nothing contained herein should be relied upon as a guarantee or assurance of future results. Services described may not be suitable for all clients and are subject to the terms of each client agreement.
SNC is a New Jersey state-registered investment adviser. Registration does not imply a certain level of skill or training and does not constitute an endorsement by any regulatory authority.
Nothing on this website creates an advisory relationship, which is established only by written agreement with SNC.
We maintain administrative, technical, and physical safeguards designed to protect client information in accordance with applicable federal standards.
If you are a California resident, you have additional rights under the California Consumer Privacy Act ("CCPA"), as amended by the California Privacy Rights Act ("CPRA"). Please refer to our CCPA Privacy Notice for more information.
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