Important Disclosures

LPWM LLC dba Logan Park Wealth Management ("Logan Park") is a registered investment advisor ("RIA") with the U.S. Securities and Exchange Commission (“SEC”). Logan Park provides investment advisory and related services for clients nationally. Logan Park will maintain all applicable notice filings, registrations and licenses as required by individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

Terms of Use

Please read these terms and conditions of use (“Terms”) carefully before using the website located at http://lpwm.com(“Website”) or any of the information or services provided by LPWM LLC (collectively “Logan Park”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Logan Park in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

Logan Park reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on November 21, 2022

Risk Disclosures

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 will be profitable.

Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.

This website is intended to provide general information about Logan Park and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Logan Park does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.

Logan Park does not provide, legal, tax or accounting advice. The information on this website is for informational purposes only and should not be relied on for tax, legal or account advice.

Please remember that it remains your responsibility to advise Logan Park, in writing, 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, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

Logan Park will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”), Form ADV 2B (“Brochure Supplement[s]”), and Form ADV Part 3 (Form CRS). You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov or you may contact us to request a free copy via .pdf or hardcopy.

Privacy

We take protecting your data and privacy very seriously.  Effective January 1, 2020 the California Consumer Privacy Act (CCPA) became law. If you are a California resident the CCPA allows consumers to prohibit the sale of their personal information, request copies of their personal information and to request that their personal information be deleted. Please email us at contact.us@lpwm.com if you would like to address any of the stated provisions. Logan Park does not sell your non-public personal information to anyone, nor do we provide such information to others except for discrete and reasonable business purposes in connection with the servicing and management of our relationship with you. For a complete copy of our privacy policy please refer to the ADV, Part 2A.  You may obtain a copy of these disclosures on the SEC website at adviserinfo.sec.gov or you may contact us to request a free copy via .pdf or hardcopy.