Bearing360 Wealth, LLC (Bearing360 Wealth) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Bearing360 Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Bearing360 Wealth’s website bearingpointcap.com referred to herein as the “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 the Website on the Internet should not be construed by any client and/or prospective client as Bearing360 Wealth’s 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 Bearing360 Wealth with a prospective client will 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.
Bearing360 Wealth 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 Website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Certain portions of the Website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Bearing360 Wealth’s (and those of other investment and non-investment professionals) positions and/or opinions as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current positions and/or opinions. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Bearing360 Wealth or from any other investment professional. Bearing360 Wealth is neither an attorney nor an accountant, and no portion of the Website content should be interpreted as legal, accounting or tax advice.
Each client and prospective client agrees, as a condition precedent to his/her/its access to the Website, to release and hold harmless Bearing360 Wealth, 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 Bearing360 Wealth.
Personnel of Bearing360 Wealth hold the designations or educational experience referenced in the Website. In addition, Bearing360 Wealth itself is a member of certain organizations referenced in the Website. You may request a copy of the Brochure Supplements for the personnel of Bearing360 Wealth for additional information regarding the education, business experience and professional designations of the investment adviser representatives of Bearing360 Wealth.