Disclosures
Important Disclaimers
C.S Wealth LLC ("C.S Wealth") is a Registered Investment Advisor ("RIA"), located in
the State of Idaho. C.S Wealth provides investment advisory and related services for
clients nationally. C.S Wealth will maintain all applicable registration and licenses as
required by the various states in which C.S Wealth conducts business, as applicable.
C.S Wealth renders individualized responses to persons in a particular state only after
complying with all regulatory requirements, or pursuant to an applicable state exemption
or exclusion.
Terms of Use
Please read these terms and conditions of use (“Terms”) carefully before using the
website located at Http://www.cswealth.llc (“Website”) or any of the information or
services provided by C.S Wealth LLC (collectively “C.S Wealth”, “we”, “our”, “us”) in
connection with the Website. By using the Website, you acknowledge that you have
read and understood these Terms and accept to be legally bound by them. If you do not
accept and agree to these Terms, you are not an authorized user of the Website or any
of the information or services provided by C.S Wealth in connection with the Website
and should promptly terminate all use thereof. The terms “you” and “your” mean you
and any entity you may represent in connection with the use of the Website. You may
use your browser to download or print a copy of these Terms for your records.
C.S Wealth reserves the right to change, modify, add or remove portions of these
Terms at any time for any reason. We suggest that you review these Terms periodically
for changes. Such changes shall be effective immediately upon posting. You
acknowledge that by accessing our Website after we have posted changes to these
Terms, you are agreeing to these Terms as modified.
These Terms were last updated on June 11, 2024.
Risk Disclosure
Different types of investments involve varying degrees of risk. Therefore, it
should not be assumed that future performance of any specific investment or
investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does
not, however, guarantee a profit or protect against loss. Performance of the asset
allocation strategies depends on the underlying investments.
This website is intended to provide general information about C.S Wealth and its
services. It is not intended to offer or deliver investment advice in any way. Information
regarding investment services are provided solely to gain an understanding of our
investment philosophy, our strategies and to be able to contact us for further
information.
Market data, articles and other content on this website are based on generally available
information and are believed to be reliable. C.S Wealth does not guarantee the
accuracy of the information contained in this website. The information is of a general
nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise C.S Wealth, in writing, if
there are any changes in your personal/financial situation or investment objectives for
the purpose of reviewing/evaluating/revising our previous recommendations and/or
services, if you would like to impose, add, or to modify any reasonable restrictions to our
investment advisory services.
C.S Wealth will provide all prospective clients with a copy of our current Form ADV, Part
2A ("Disclosure Brochure"), Form ADV Part 2B, which is the Brochure Supplement for
each advisory person supporting a particular client. You may obtain a copy of these
disclosures on the SEC website at http://adviserinfo.sec.gov or you may Contact Us
to request a free copy via .pdf or hardcopy.
Privacy Disclosures
C.S Wealth is committed to safeguarding the use of personal information of our Clients
(also referred to as “you” and “your”) that we obtain as your Investment Advisor, as
described in our Privacy Policy.
C.S Wealth does not collect personal non-public information through this website;
however, the Advisor may collect information from you on application forms,
agreements, profile or investment policy statements, and other documents received or
processed in relation to services we provide. We also may collect information from other
sources.
We do not respond to "do not track" requests because we do not track you over time or
across third party websites to provide targeted advertising. We may track you across
our website to help us improve our content.
We may use "cookies" and similar online technologies to keep, and sometimes track,
information about you regarding your usage of our website. Cookies are small data files
that are sent to your browser or related software from a Web server and stored on your
device. Cookies help us to collect information about your usage of our website,
including date and time of visits, pages viewed, amount of time spent on our sites, or
general information about the device used to access the site, such as the browser used.
You can refuse to store or delete cookies by configuring your web browser settings.
Most browsers and mobile devices have their own settings to manage cookies. If you
refuse a cookie when on our website, or if you delete cookies, you may experience
some inconvenience in your use of our website, such as having to re-configure
preferences.
When you are on this website you may have the opportunity to click-through to other
websites, including websites operated by unaffiliated third parties. These sites may
collect nonpublic personal Information about you. We do not control sites operated by
these entities and are not responsible for the information practices of these sites. This
Privacy Policy does not address the information practices of other websites. The privacy
policies of websites operated third parties are located on those sites.
For a copy of the C.S Wealth Privacy Policy, please click here.
Email Disclosures
C.S Wealth often communicates with its clients and prospective clients through
electronic mail (“email”) and other electronic means. Your privacy and security are very
important to us. C.S Wealth makes every effort to ensure that email communications do
not contain sensitive information. We remind our clients and others not to send C.S
Wealth private information over email. If you have sensitive data to deliver, we can
provide secure means for such delivery.
Please note: C.S Wealth does not accept trading or money movement instructions via
email.
As a registered investment advisor, C.S Wealth emails may be subject to inspection by
the Chief Compliance Officer (“CCO”) of C.S Wealth or the securities regulators.
If you have received an email from C.S Wealth in error, we ask that you contact the
sender and destroy the email and its contents.
If you have any questions regarding our email policies, please Contact Us
Social Websites
C.S Wealth may utilize third-party websites, including social media websites, blogs and
other interactive content. C.S Wealth considers all interactions with clients, prospective
clients and the general public on these sites to be advertisements under the securities
regulations. As such, C.S Wealth generally retains copies of information that C.S
Wealth or third-parties may contribute to such sites. This information is subject to review
and inspection by the CCO of C.S Wealth or the securities regulators.
Information provided on these sites is for informational and/or educational purposes
only and is not, in any way, to be considered investment advice nor a recommendation
of any investment product. Advice may only be provided by C.S Wealth’s advisory
persons after entering into an advisory agreement and provided C.S Wealth with all
requested background and account information.
If you have any questions regarding our policies, please Contact Us.