Disclaimer
1. General Information Only – Belleair Wealth Management, LLC is an independently owned investment adviser located in Belleair Bluffs, Florida, registered with the United States Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. This website is for informational purposes only and should not be construed as a solicitation to effect transactions in securities or the rendering of personalized investment advice for compensation over the Internet.
2. Jurisdictional Limitations – Belleair Wealth Management, LLC and its representatives are in compliance with the current registration and/or notice filing requirements imposed by those states in which Belleair Wealth Management, LLC maintains clients. The Firm may only conduct business in states where it is registered or qualifies for an exemption or exclusion from registration. Any direct communications with a prospective client will be conducted by a representative who is properly registered, or exempt, in the state where the prospective client resides.
3. Form ADV & Form CRS – A copy of Belleair Wealth Management, LLC’s current disclosure documents – Firm ADV Part 2A (Firm Brochure, Part 2B (Brochure Supplement), and Form CRS (Customer Relationship Summary) – which describe the Firm’s business practices, services, fees, and conflicts of interest, are available free of charge upon request or by visiting the SEC’s Investment Adviser Public Disclosure (IAPD) website. Belleair Wealth Management, LLC is an independently owned investment advisor located in Belleair Bluffs, Florida and registered with the SEC.
4. Intellectual Property – All service marks and content on this site are the property of Belleair Wealth Management, LLC unless otherwise noted. Materials may be downloaded for personal, non-commercial use only, provided that copyright or other proprietary notices are not removed. Any reproduction, distribution, or republication of materials for commercial purposes without prior written consent of Belleair Wealth Management, LLC is prohibited.
5. Accuracy of Information – The information on this website may contain errors, omissions, or outdated data. Belleair Wealth Management, LLC does not warrant the accuracy, timeliness, or completeness of the information and provides all materials “as is,” without warranties of any kind, express or implied, including but not limited to merchantability, fitness for a particular purpose, or non-infringement.
6. Third-Party Links – This site may contain links to third-party websites for convenience only. Belleair Wealth Management, LLC does not review, control, or guarantee the accuracy or completeness of information on those sites, and does not endorse their content, products, or services.
7. Limitation of Liability – To the fullest extent permitted by law, Belleair Wealth Management, LLC shall not be liable for any damages (direct, indirect, incidental, or consequential) arising out of your use of this site or reliance on the information provided herein. Certain state laws may not allow limitations on liability, so these exclusions may not apply to you.
8. U.S. Residents Only – The services described on this website are offered exclusively to U.S. citizens and residents.
9. Investment Risk – All investments involve risk, including possible loss of principal. Past performance is not a guarantee of future results.