Important Website Disclosure Information

Accordingly, the publication of IWS’ website on the Internet should not be construed by any consumer and/or prospective client as IWS’ 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 IWS 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 IWS, please contact the SEC or the state securities regulators for those states in which IWS maintains a notice filing. A copy of IWS’ current written disclosure statement discussing IWS’ business operations, services, and fees is available upon request. IWS 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 IWS website or incorporated herein and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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 IWS), will be profitable or equal any historical performance level(s).

Certain portions of IWS’ website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, IWS (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 IWS, or from any other investment professional. IWS 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 IWS is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of IWS 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. Rankings are generally limited to participating advisors.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to IWS’ 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 IWS, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to IWS’ website, to release and hold harmless IWS, its officers, 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 IWS.

Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Insight Wealth Strategies (“IWS”), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.

IWS is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained on this website serves as the receipt of, or as a substitute for, personalized investment advice from IWS.

A copy of our current written disclosure Brochure discussing our advisory services and fees is available upon request.

Neither rankings and/or recognition by unaffiliated rating services, publications, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if IWS is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor. Rankings are generally limited to participating advisors. No ranking or recognition should be construed as a current or past endorsement of IWS by any of its clients.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Insight Wealth Strategies, LLC), or any non-investment related content, made reference to, directly or indirectly, in the newsletter/blog/article content will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in a newsletter/blog/article serves as the receipt of, or as a substitute for, personalized investment advice from IWS. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. IWS is neither a law firm nor a certified public accounting firm and no portion of the newsletter/blog/article content should be construed as legal or accounting advice. If you are an IWS client, please remember to contact IWS if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the IWS’ current written disclosure statement discussing our advisory services and fees is available upon request.

In accordance with the amendment to the Marketing Rule under the Investment Advisers Act of 1940 it prohibits the use of testimonials and endorsements in an advertisement, unless the adviser satisfies certain disclosure, oversight, and disqualification provisions:

• Disclosure. Advertisements must clearly and prominently disclose whether the person giving the testimonial or endorsement (the “promoter”) is a client and whether the promoter is compensated. Additional disclosures are required regarding compensation and conflicts of interest. There are exceptions from the disclosure requirements for SEC-registered broker-dealers under certain circumstances. The rule will eliminate the current rule’s requirement that the adviser obtains from each investor acknowledgment of receipt of the disclosures.
• Oversight and Written Agreement. An adviser that users testimonials or endorsements in an advertisement must oversee compliance with the marketing rule. An adviser also must enter into a written agreement with promoters, except where the promoter is an affiliate of the adviser or the promoter receives de minimis compensation (i.e. $1,000 or less, or the equivalent value in non-cash compensation, during the preceding twelve months).
• Disqualification. The rule prohibits certain “bad actors” from acting as promoters, subject to exceptions where other disqualification provisions apply.

Links to third-party websites are provided for convenience only. Insight Wealth Strategies do not endorse nor support the content of third-party links. Insight Wealth Strategies is not responsible for the content of a third-party website. By clicking on a third-party link, you will leave this website where privacy and security policies may differ from those practiced by Insight Wealth Strategies.