Disclosures

Terms of Use

Please read these terms and conditions of use (“Terms”) carefully before using the website or any of the information or services provided 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 Belpointe Asset Management 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.

We reserve 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.

The Disclosures and Terms of Use associated with this website were last updated on February 19, 2020.

Services Advertised

This Website is intended to provide general information pertaining to availability of 401k plans sponsored by a local or metropolitan Chamber of Commerce for the benefit of the employees of their employer members and additional related information, publications, and links solely to gain an understanding of MEP (Multiple Employer Plans), ARP (Association Retirement Plans), and Aggregation Plans.

No Affiliation/No Endorsement

Neither this site nor any provider associated with it is affiliated in any way with or endorsed by the state of Connecticut, any local Connecticut Chamber, or the United States Chamber of Commerce.

Investment advisory services are offered through Belpointe Asset Management, “Belpointe” an investment adviser registered with the Securities and Exchange Commission. Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services offered, or that or its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Belpointe are available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Additional information about Belpointe can be found at belpointe.com

References to the Secure Act discussed herein are intended to be educational in nature, are not intended to be comprehensive or all inclusive, but rather only a reference to some of the provisions contained therein and should not be relied upon for any other purpose and is not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes.

Conflict of Interest

Certain individuals may be compensated as a solicitor of Belpointe for referring Chamber Members to Belpointe. Such solicitation must be disclosed to you by the Solicitor at the time Belpointe is engaged for service and you must execute a written disclosure acknowledging the existence of the solicitor arrangement and the compensation amount that will be paid for the solicitation. This arrangement presents a conflict of interest that you should be aware of as the solicitor has a material financial interest in referring Belpointe to you for service.

This website and its contents is for marketing, guidance and general information purposes only

Information provided is not impartial and is provided in connection with advertising and marketing of 401k and investment advisory services. DO NOT ACT SOLELY BASED ON ANY INFORMATION CONTAINED ON THE SITE WITHOUT SEEKING PERSONALIZED INVESTMENT, LEGAL OR TAX ADVICE.

Websites such as this are not impartial and are provided in connection with advertising and marketing of advisory services.

Content on this Website should not be construed by any consumer and/or prospective client as solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation.

Content on this Website should not be construed to suggest a specific course of action or any action at all. Prior to making any investment or financial decisions, you should always seek individualized advice from a financial, legal or tax professional that takes into account all of the particular facts and circumstances.

Nothing on this website should be considered regulatory, tax or legal advice. The information provided on this website should not be considered regulatory, tax or legal advice. For answers to specific questions, please consult a qualified attorney or tax advisor. Plan Sponsor cannot rely on information provided here to assert compliance with ERISA regulations.

Third Party Links

This website contains links to articles or other information contained on third parties. Belpointe does not endorse or accept responsibility for the content, or the use of the third party website. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Belpointe assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the third party website and inclusion or reference by Belpointe to any third party site should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Engaging our Services

An investment advisory relationship can only be established and investment advice can only be provided after the execution of a written advisory agreement; and the delivery of Belpointe Asset Management ’s Form ADV Part 2A and 2B Brochure, and privacy notice.

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Belpointe Wealth Management | 125 Greenwich Ave. | Greenwich CT 06830