Disclosures

General Disclosure

Modern Private Wealth (“MPW”) is a registered investment adviser located in the Commonwealth of Pennsylvania. Registration as an investment adviser does not imply a certain level of skill or training. The information provided on this website is for informational purposes only and should not be construed as investment, tax, or legal advice.

All investment strategies have the potential for profit or loss. Past performance does not guarantee future results. Clients and prospective clients are encouraged to consult with their own tax, legal, and financial professionals before making any investment decisions.

Website Content

The material contained on this website is for general informational and educational purposes. While MPW strives to ensure that the information presented is accurate and current, we make no warranties or representations regarding its accuracy, completeness, or timeliness.

Any opinions or estimates expressed on this site reflect our judgment at the time of publication and are subject to change without notice. MPW is not responsible for any direct or indirect damages arising from the use of this website or reliance on the information provided.

Third-Party Links

This website may contain links to external websites or third-party content. These links are provided for convenience and informational purposes only. MPW does not control or guarantee the accuracy, relevance, or security of any third-party site and is not responsible for their privacy or data practices.

Client Relationship

Use of this website does not create an advisory or fiduciary relationship between the user and Modern Private Wealth. Advisory services are offered only to clients or prospective clients where MPW and its representatives are properly licensed or exempt from licensing.

All prospective clients must receive and review MPW’s Form ADV Part 2A (“Firm Brochure”) before engaging services.

Privacy Policy

Modern Private Wealth values your privacy. We collect and maintain client information in accordance with applicable federal and state privacy regulations. For details on how we handle personal information, please refer to our Privacy Policy page.

Copyright and Trademark Notice

All content on this site, including text, graphics, logos, and other materials, is the property of Modern Private Wealth unless otherwise noted. Unauthorized use, reproduction, or distribution of any content is prohibited without prior written consent.

Contact

For questions regarding this disclosure or our regulatory filings, please visit our Contact Us page.