Disclosures

Important Disclosures

Longshore Wealth Management LLC (“Longshore”) is a Registered Investment Advisor (“RIA”) located in the State of New Jersey. Longshore provides investment advisory and related services for clients nationally.

Longshore will maintain all applicable registration and licenses as required by the various states in which it conducts business. Longshore renders 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

By using the website www.longshorewealth.com (the “Website”), you acknowledge that you have read, understood, and agreed to be legally bound by these terms. If you do not accept these terms, you are not an authorized user and should discontinue use of the Website.

Longshore reserves the right to modify these terms at any time. Changes become effective immediately upon posting. Continued use of the Website after modifications constitutes acceptance of the revised terms.

Last updated: February 25, 2025

Risk Disclosures

Investments involve varying degrees of risk. Future performance of any investment or strategy is not guaranteed.

Asset allocation is used to manage risk and enhance returns but does not guarantee profits or protect against loss. Performance depends on underlying investments.

This Website provides general information about Longshore and its services but does not constitute investment advice. Market data, articles, and other content are based on sources believed to be reliable, but Longshore does not guarantee their accuracy.

It is your responsibility to notify Longshore of changes in your financial situation or investment objectives. Prospective clients may obtain a copy of our Form ADV, Part 2A ("Disclosure Brochure") and Form ADV Part 2B ("Brochure Supplement") on the SEC website or by contacting us.

Privacy Disclosures

Longshore is committed to protecting client privacy, as described in our Privacy Policy.

  • We do not collect personal non-public information through this Website.

  • We may collect data from forms, agreements, and other documents related to our services.

  • We do not track users over time or across third-party websites.

  • We may use cookies to analyze website usage, but you can manage cookie settings through your browser.

When clicking links to external sites, note that their privacy policies may differ from ours. Longshore is not responsible for third-party data collection practices.

Email Disclosures

Longshore communicates via email but does not accept trade or money movement instructions via email.

  • We take precautions to protect sensitive information but advise against sending private data via email.

  • Longshore emails may be subject to review by our Chief Compliance Officer (“CCO”) or regulatory authorities.

  • If you receive an email in error, please notify the sender and delete the message.

For questions about email security, contact us.

Social Media & Third-Party Websites

Longshore may engage with clients on social media, blogs, and other interactive platforms. These interactions are considered advertisements under securities regulations and are subject to compliance oversight.

  • Information on social media is for educational purposes only and is not investment advice.

  • Advice is only provided after entering into an advisory agreement and completing required disclosures.

For any inquiries regarding these policies, please contact us.