Disclaimers

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1. General Investment Risk Disclosure

To be placed in the website footer or on a dedicated "Disclosures" page.

"Investment advisory services offered through Bryn Mawr Wealth Management LLC, a Registered Investment Advisor. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. No strategy, including income investing or diversification, can guarantee a profit or protect against loss in periods of declining values."

2. Tax and Legal Advice Disclaimer

Crucial because your homepage text mentions tax-advantaged income and distributions.

"Bryn Mawr Wealth Management, LLC does not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction."

3. Social Security & Third-Party Information Disclosure

Necessary because you discuss Social Security strategies and long-term care policies.

"The information regarding Social Security and long-term care policies provided on this website is for educational purposes only. Bryn Mawr Wealth Management LLC is not affiliated with or endorsed by the Social Security Administration or any government agency.  Bryn Mawr Wealth Management LLC does not sell any insurance products or provide advice. Please consult a licensed Insurance agent. While we use reliable sources, we cannot guarantee the accuracy or completeness of third-party information."

4. Mandatory Regulatory Links
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​Form CRS (Client Relationship Summary): A link to your firm's brief overview of services and fees.
ADV Part 2A: A link to your firm's full disclosure brochure. (I CAN PROVIDE THIS PDF WHEN YOU NEED IT)

Check our background on FINRA's Broker Check:  at https://brokercheck.finra.org/