SevenBridge Financial Group LLC (“SevenBridge Financial Group”) is an SEC-registered investment advisor located in the Commonwealth of Pennsylvania. SevenBridge Financial Group and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisors by those states in which SevenBridge Financial Group maintains clients. SevenBridge Financial Group may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The SevenBridge Financial Group website is limited to the dissemination of general information pertaining to its Advisors’ services, together with access to additional investment-related information, publications and links. Accordingly, the publication of the SevenBridge Financial Group website on the Internet should not be construed by any consumer and/or prospective client as SevenBridge Financial Group’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SevenBridge Financial Group with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SevenBridge Financial Group, please contact the SEC or the state securities regulators for those states in which SevenBridge Financial Group maintains a notice filing. A copy of SevenBridge Financial Group’s current written disclosure statement discussing SevenBridge Financial Group’s business operations, services and fees is available from SevenBridge Financial Group upon written request. SevenBridge Financial Group 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 the SevenBridge Financial Group website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.
Schwab Advisor Services serves independent investment advisors and includes the custody, trading and support services of Schwab. Charles Schwab & Co. is a registered broker-dealer, and is not affiliated with SevenBridge Financial Group or any advisor(s) whose name(s) appear(s) here. SevenBridge Financial Group is independently owned and operated. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has an agreement with SevenBridge Financial Group under which it provides SevenBridge Financial Group with services related to your account. Schwab does not review the SevenBridge Financial Group materials and makes no representation regarding information contained in the SevenBridge Financial Group marketing materials, which should not be considered either a recommendation by these companies or a solicitation of any offer to purchase or sell any securities.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by SevenBridge Financial Group), will be profitable or equal any historical performance level(s).
Certain portions of the SevenBridge Financial Group website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, SevenBridge Financial Group’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/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from SevenBridge Financial Group or from any other investment professional. SevenBridge Financial Group is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if SevenBridge Financial Group is engaged, or continues to be engaged, to provide investment Advisor services, nor should it be construed as a current or past endorsement of SevenBridge Financial Group by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the SevenBridge Financial Group 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 a substitute for, personalized individual advice from SevenBridge Financial Group, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to the SevenBridge Financial Group website, to release and hold harmless SevenBridge Financial Group, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from SevenBridge Financial Group.
This website is provided for informational purposes only. Investing involves risk and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. No portion of any statement included herein is to be construed as a solicitation to buy or sell a security or the rendering of personalized investment advice over the Internet. SevenBridge Financial Group is an SEC-registered investment advisor that maintains a principal place of business in the Commonwealth of Pennsylvania. The firm may transact business only in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about SevenBridge Financial Group registration status and business operations, please consult the Firm’s Form ADV disclosure documents, available upon request.