The purpose of this Web site is to provide general information to the public and provide for an efficient method in which a prospective client may contact Baron Wealth Management, LLC (“Baron Wealth Management”). Baron Wealth Management does not render or offer to render personalized financial or investment advice through this medium. The information provided herein is for informational purposes only and does not constitute individual financial, investment, tax, insurance, accounting or legal advice. The information contained on this Web site does not constitute a distribution, an offer to sell, or the solicitation of an offer to buy securities. Furthermore, the information within this site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Baron Wealth Management. Opinions expressed herein are solely those of Baron Wealth Management and its associates. Material presented is believed to be from reliable sources and no representation is made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.
Fee-based financial planning and investment advisory services are offered through Baron Wealth Management, a Registered Investment Advisory Firm registered with and regulated by the United States Securities and Exchange Commission (“SEC”). Baron Wealth Management is limited to providing investment advisory services to residents of Michigan and Florida, where the firm is notice filed, and in states where the firm is exempt from notice filing. The presence of this web site on the internet shall in no direct or indirect way be construed or interpreted as a solicitation to offer financial planning or investment advisory services to any residents of any states other than Michigan and Florida. The firm has acquired clients in other states through referrals of existing clients and from clients who have moved over time. Most states permit a firm which is not notice filed in their state to have a handful of clients in that state without notice filing in the state.
Financial planning, consultation and investment advice can only be rendered after delivery of Baron Wealth Management’s disclosure statement (Form ADV Part 2 Brochure) and after the proper execution of a financial planning, consultation or investment advisory agreement between a client and Baron Wealth Management. A copy of Baron Wealth Management’s current ADV 2 Brochure, which discusses Baron Wealth Management’ business operations, services, and fees, is available from Baron Wealth Management upon written request.
Baron Wealth Management has used its best efforts to obtain the most accurate and reliable information available and does not guarantee the accuracy or completeness of any information on or accessed through this Web site and thus no liability is accepted for any errors or omissions in such information, though if notified of any we will endeavor to rectify such. We do not warrant or guarantee uninterrupted access to this site.
Baron Wealth Management reserves the right, and at its sole discretion to change, modify, add or remove any portion of these terms in whole or in part, at any time. Changes to the terms will be effective when notice of such changes is posted. All products or services referred to on this Web site are subject to change without notice.
The trademarks, logos and service marks displayed on this site belong to the operators of this Web site and others. The owners of the marks on this site retain all rights in and to the marks. Nothing grants users the right to use, reproduce or display any of the marks. The Web site operator, affiliates and business partners each reserve copyright in all content that they provide to the site, including but not limited to design, text, software, drawings, graphics and other files. All page headers, button icons, collection material, custom graphics and all other types of graphics used on this site may not be copied or imitated without the right owner’s permission. None of these may be republished, reproduced, downloaded, displayed, distributed, posted transmitted or sold in any form or by any means in whole or in part without prior written permission of the copyright owner. No part of this web site content may be reproduced and reused for any commercial purpose whatsoever.
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