Private Group Wealth Management, LLC (PGWM), is headquartered in Fredericksburg, Texas. PGWM is in compliance with the current filings imposed upon the State of Texas registered investment advisors.
PGWM’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of PGWM's web site on the internet should not be construed by any consumer and/or prospective client as PGWM’s solicitation to effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. PGWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PGWM’s web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users should be guided accordingly.
Certain portions of PGWM’s web site may contain a discussion of, and/or provide access to PGWM’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/recommendation(s).
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to PGWM’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or substitute for, personalized individual advice from PGWM, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her access to PGWM’s website, to release and hold harmless PGWM, its officers, owners, employees, and agents from any and all adverse consequences resulting from any of his/her actions and/or omissions which are independent of his/her receipt of personalized individual advice for PGWM.
As a Registered Investment Adviser, Private Group Wealth Management, LLC, and all supervised persons must comply with SEC Regulation S-P, which requires investment advisers to adopt policies and procedures to protect the "Nonpublic Personal Information" of natural person clients. "Nonpublic Information"' under Regulation S-P, includes personally identifiable financial information and any list, description, or grouping that is derived from personally identifiable financial information. Personally identifiable financial information is defined to include information supplied by individual clients, the information resulting from transactions, any information obtained in providing products or services. Pursuant to Regulation S-P Private Group Wealth Management, LLC has adopted policies and procedures to safeguard the information of natural person clients.