No Rendering of Advice
Esq. Wealth Management, Inc. (referred to on this website as “EsqWealth”) is a registered investment advisor registered the California securities regulators. EsqWealth provides asset management and related services for clients nationally. EsqWealth will file and maintain all applicable registrations as required by the state securities regulators and/or the Securities and Exchange Commission (“SEC”), as applicable. EsqWealth renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This website is intended to provide general information about EsqWealth. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to include information about our investment philosophy, our strategies, and to be able to contact us for further information. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, a client relationship. Internet subscribers, users, and online readers are advised not to act upon this information without seeking the service of a professional accountant, attorney, and/or financial advisor.
Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding tax or penalties under U.S. federal tax law. Clients should seek the advice of a Certified Public Accountant.
Accuracy of Information
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current, or error-free. All statements and opinions included on this website are subject to change as economic and market conditions dictate, and do not necessarily represent the views of EsqWealth or any of its respective affiliates. Past performance may not be indicative of future results and there can be no assurance that any views, outlooks, projections, or forward-looking statements will come to pass. Investing involves risk, including the potential loss of principal, and the profitability of any particular investment strategy or product cannot be guaranteed.
EsqWealth assumes no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.
Disclaimer of Warranties and Limitations of Liability
This website is provided on an “as is” and “as available” basis. Use of this website is at your own risk. We and our affiliated persons disclaim all warranties. Neither we nor our affiliated persons shall be liable for any damages of any kind with the use of this website.
Links to Third Party Websites
For your convenience, this website may contain hyperlinks to websites and servers maintained by third parties. We do not control, evaluate, endorse, or guarantee content found in those sites. We do not assume any responsibility or liability for the actions, products, services, and content of these sites or the parties that operate them. Your use of such sites is entirely at your own risk.
EsqWealth provides all prospective clients with a copy of its current “Brochure” and “Brochure Supplement” which is filed with the SEC and can be viewed by clicking on the link at the bottom of this page. Existing clients will receive a copy of these documents on an annual basis. Additional information about Esq. Wealth Management, Inc. is also available on the SEC’s website at www.adviserinfo.sec.gov.
If you have any questions regarding compliance and regulatory information, please Contact Us.