Meritage Disclosures
We believe you deserve to know exactly how we operate, so we've laid out the details here in plain language.
Website Disclosures
Advisory services are offered through Meritage Wealth Management (“MWM”), an investment adviser registered with the states of CA and ID. Advisory services are only offered to clients or prospective clients where MWM and its representatives are properly registered or exempt from registration.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. Information provided should not be solely relied upon for decision making.
The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable.
The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.
MWM does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall MWM be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if MWM or a MWM authorized representative has been advised of the possibility of such damages.
The information linked to on third-party sites is being provided strictly as a courtesy and convenience. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. When you access these websites, you are leaving our website and assume any and all responsibility and risk for use of the web sites you are visiting.
Social Media Disclosures
Meritage Wealth Management (MWM) is a Registered Investment Adviser in the states of California, Idaho and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
The information presented on MWM’s posts are believed to be factual and up-to-date, but we do not guarantee their accuracy and they should not be regarded as a complete analysis of the subjects discussed. A professional adviser should be consulted before implementing any of the strategies discussed. Investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s portfolio. All investment strategies can result in profit or loss. Our social media platform accounts are solely for informational purposes and are not offering advisory services or sales of securities.
“Likes” should not be considered a positive reflection of the investment advisory services offered by Meritage Wealth Management. Comments by viewers and/or recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, we may edit or delete personally identifiable information, scam/fraud messages, and misinformation.