Aurum Wealth Management Group, LLC (d/b/a Marcum Wealth) (“Company”) is an SEC registered investment adviser located in Mayfield Village, Ohio. Company may only transact business in those states in which it is registered and/or notice-filed, or qualifies for an exemption or exclusion from such requirements. Company’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Company’s web site on the Internet should not be construed by any consumer and/or prospective client as Company’s 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 Company 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.
Certain portions of Company’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Company (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 Company, or from any other investment professional. Company is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Furthermore, Company does not intend links from this site to other Internet websites to be referrals to, endorsements of, or affiliations with the linked entities.
Company does not render accounting advice or tax preparation services to its clients. Rather, to the extent that a client requires accounting advice and/or tax preparation services, Company, if requested, may recommend the services of a Certified Public Accountant, all of which services shall be rendered independent of Aurum pursuant to a separate agreement between the client and the Certified Public Accountant. Company shall not receive any of the fees charged by any recommended Certified Public Accountant, referral or otherwise.
To the extent that Marcum LLP provides accounting and/or tax preparation services to any of Company’s clients, all such services shall be performed by Marcum LLP, in its separate capacity, independent of Company.
Insurance services are provided through Marcum Insurance Services, LLC, an affiliated insurance agency. Securities sales provided through Valmark Securities, Inc., an unaffiliated broker-dealer.
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 Company), will be profitable or equal any historical performance level(s).
A copy of Company’s current written disclosure Brochure discussing Company’s business operations, services, and fees is available from Company upon written request. Company 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 Company web site 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.
Each client and prospective client agrees, as a condition precedent to his/her/its access to Company’s web site, to release and hold harmless Company, its officers, directors, 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 Company.