Important Information
Important information about this website.
This page collects general disclosures about the information presented on this website, the third-party platforms referenced here, and the coordination-based nature of the services described.
Website Information
About this website.
This website is maintained by ParkHaven Private Wealth for general informational purposes. Information is believed to be accurate as of the date presented but may change without notice.
Investment Risk
General risk statement.
Investing involves risk, including possible loss of principal. Diversification and asset allocation strategies do not ensure a profit or guarantee against loss. Past performance is not indicative of future results.
Tax/Legal Coordination
Coordination is not advice.
ParkHaven Private Wealth does not provide legal, tax, or accounting advice. Where planning or tax matters are discussed, they are described in coordination with the client's own qualified professionals.
Family Office Coordination
Working with existing advisors.
Family office coordination describes services performed in collaboration with the client's own attorneys, accountants, insurance professionals, and other advisors. Those parties are independent and are not affiliates of ParkHaven Private Wealth unless expressly stated.
Third-Party Platform Links
External platforms.
Links to third-party platforms (including custodial, planning, and reporting portals) are provided for convenience. Those platforms are operated by independent providers subject to their own terms and privacy practices.
Goldman Sachs Custody/Bank Notice
Custody and banking relationships.
References to Goldman Sachs custody and banking services describe the custodial and banking platforms used in coordination with ParkHaven Private Wealth's advisory services. Goldman Sachs is an independent third party and is not affiliated with ParkHaven Private Wealth.
Addepar / eMoney
Reporting and planning platforms.
Addepar and eMoney are third-party reporting and financial planning platforms used to support advisory work. Both are independent providers and are not affiliated with ParkHaven Private Wealth.
Insights
Commentary and research.
Commentary, research, and insight materials on this website are provided for general information. They do not constitute a recommendation, offer, or solicitation and should not be relied upon as the basis for any specific investment or planning decision.
Alternatives
Alternative investments.
References to alternative investments (including private markets, private credit, and similar strategies) describe categories that may be available in coordination with qualified clients. Alternative investments involve additional risks, including illiquidity and reduced transparency, and are not suitable for every investor.
No Guarantee
No assurance of results.
No representation or assurance is made that any planning approach, coordination process, or investment strategy discussed on this website will be successful, profitable, or appropriate for any particular person.
Contact
Questions.
For questions about the information on this page, please reach us through the contact page.