Legal

DISCLOSURES

Berger Wealth Management (BWM) is registered with the State of Georgia as a Registered Investment Advisor. As a Registered Investment Advisor, we neither render nor offer to render financial planning, tax, or personal investment advice through this website. This medium (website) is limited to providing you with general information on Berger Wealth Management’s service offerings and provides for a way for a prospective client to contact the advisor. Advice can only be rendered after the following conditions are met:

  • Delivery of a disclosure statement by advisor to client.
  • Execution of a Financial Planning and/or Investment Management agreement between the client and the advisor.
  • Initial payment of the financial planning or investment advisory fee by the client to the advisor.
  • Advisor may transact business only in states in which it is registered, or in which it is exempted from registration.

Nothing on this website should be construed as a solicitation of business in any state in which Berger Wealth Management is not registered. The information on this website is based on data gathered from what BWM believes are reliable sources. It is not guaranteed as to accuracy and does not purport to be complete nor intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor.

As a convenience to users, BWM offers links to certain websites created and maintained by other public and/or private companies. You hereby acknowledge that BWM has no control over the content or availability of these sites or that of any additional sites that the third party sites may subsequently link to. Links to other websites do not imply that BWM endorses or recommends those sites.

PRIVACY POLICY

Berger Wealth Management, like all providers of personal financial services, is now required by law to inform their clients of their policies regarding privacy of client information. BWM has been and continues to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy.

BWM collects nonpublic personal information about you that is provided to us by you or obtained by us with your authorization. BWM does not disclose any nonpublic personal information obtained in the course of our practice except as required or permitted by law. Permitted disclosures include, for instance, providing information to our employees, and in limited situations, to unrelated third parties (e.g. attorneys, mortgage brokers, insurance companies) who need to know that information to assist us in providing services to you. In all such situations, BWM stresses the confidential nature of information being shared.