Terms and conditions
We’re McGaunn & Schwadron
Your Practice, Our Strategic Expertise

This website is for informational purposes only and does not constitute a complete description of our investment services or performance. This website is in no way a solicitation or an offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information.

Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by advisor), or product made reference to directly or indirectly on this website, or indirectly via link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels.

Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s or prospective client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or a substitute for, personalized individual advice from the advisor or any other investment professional.

Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results.

Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user.

THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO THE ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED WEBSITE.

This site is not intended to create, and access to or receipt of information included in this site does not constitute, an advisor-client relationship. No one should act upon this information without seeking professional counsel.

In some jurisdictions this site may be considered advertising. The hiring of an investment advisor and or/financial planner is an important decision that should not be based solely upon advertisements. Before you decide, ask us to send you free written information about our qualifications and experience.

This site may contain links to other resources on the Internet. Those links are provided as aids to help you identify and locate other Internet resources that may be of interest, and are not intended to state or imply that McGaunn & Schwadron, CPA’s, LLC sponsors, is affiliated or associated with, or is legally authorized to use any trade name, registered trademark, logo, legal or official seal, or copyrighted symbol that may be reflected in the links.

E-Mail Disclaimer

McGaunn & Schwadron, CPA’s, LLC has established the following terms and conditions, which are applicable to all e-mail transmissions that are generated, in whole or in part, from the domain mcgaunnschwadron.com, including content that may have been generated in whole or in part from other e-mail domains (all such e-mail is referred to as “M&S E-mail”). For further information please contact McGaunn & Schwadron, CPA’s, LLC ‘s administrator by e-mail at mark@mcgaunnschwadron.com.

M&S E-mail may include content, whether in the body of an e-mail or in an attachment, that is intended to be confidential, subject to the CPA attorney-client privilege, or otherwise protected under applicable law. Delivery of confidential material by e-mail not does not diminish the confidential, privileged or otherwise protected nature of such material.

M&S E-mail may be inadvertently disclosed to unintended recipients. This can occur by, for example, putting the wrong address on an e-mail or by mistakenly including persons on a transmission (e.g., erroneously replying to all addressees). Thus, receipt by any person of an M&S E-mail does not necessarily indicate that such person is an intended recipient. Disclosure of protected, privileged or other confidential material to unintended recipients does not alter McGaunn & Schwadron, CPA’s, LLC ‘s intent that the protected, confidential or privileged nature of such material be preserved. All persons who believe that they have erroneously received any M&S E-mail are requested to delete such e-mail, including any attachments.

Various employees of McGaunn & Schwadron, CPA’s, LLC have access to the firm’s e-mail system and are permitted to use the e-mail system for non-business, personal use. Any such non-business, personal use is solely the responsibility of the sender, and none of the content of any such e-mail is to be attributed to McGaunn & Schwadron, CPA’s, LLC.

Only persons who are direct addressees of M&S E-mail and who have established a client relationship with McGaunn & Schwadron, CPA’s, LLC are entitled to rely on the content of any M&S E-mail, including attachments. Client relationships are established only by an engagement letter or by other express agreement executed or acknowledged by a principal of McGaunn & Schwadron, CPA’s, LLC.

Unless expressly stated otherwise, it is McGaunn & Schwadron, CPA’s, LLC’s policy not to render any tax opinions except in the form of a formal written opinion letter by a principal of McGaunn & Schwadron, CPA’s, LLC who has obtained the requisite internal approvals to render an opinion. No person, therefore, should interpret any M&S E-mail as a tax opinion.

Unless otherwise expressly stated, McGaunn & Schwadron, CPA’s, LLC generally does not have the authority to bind its clients to any offers, acceptances, agreements, contracts or other obligations. Therefore, all M&S E-mail that contains proposals, draft documents or instruments, or offers or acceptances made on behalf of a McGaunn & Schwadron, CPA’s, LLC client, are subject to the further approval of that client, in accordance with that client’s particular procedures and applicable law.

McGaunn & Schwadron, CPA’s, LLC is unable to control revisions or modifications to the content of any M&S E-mail, including any attachment, after such material has been received by any person. Therefore, no one who receives an e-mail purportedly from M&S Financial Advisors, LLC should rely on the authenticity or completeness of that e-mail, unless it is received directly from McGaunn & Schwadron, CPA’s, LLC. No person is entitled to copy, forward or otherwise re-use any material contained in any M&S E-mail, without McGaunn & Schwadron, CPA’s, LLC’s express written permission.

Attachments to M&S E-mail may contain “viruses,” “worms” or other computer code that may be harmful to computer systems of recipients. McGaunn & Schwadron, CPA’s, LLC takes measures to prevent such malicious code from being distributed via M&S E-mail, but these measures cannot be relied on to be 100 percent effective. McGaunn & Schwadron, CPA’s, LLC disclaims any responsibility for any damages that may result from any such malicious code that is unintentionally contained in any M&S E-mail.