Terms of Use

Hall Private Wealth Advisors Management is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Hall Private Wealth Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Informational materials, brochures, and commentary produced by Hall Private Wealth Advisors Management are strictly informational and should be used for research use only. Any opinions expressed are relevant as of the posting date and are not intended to provide investing or other advice or guidance. All relevant facts, including individual circumstances, need to be considered by a reader to arrive at personal investment conclusions.

Hall Private Wealth Advisors provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Hall Private Wealth Advisors is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

General Notice to Users: Please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws.

Terms and Conditions of Use

Thank you for visiting the Hall Private Wealth Advisors website. By using this website, you agree to abide by the following terms and conditions, which constitute a legal agreement (the “Agreement”) between you and the Firm. If you do not accept these conditions, you may not use this website.

Hall Private Wealth Advisors reserves the right to modify this Agreement from time to time. We recommend that you re-visit it on occasion, in particular the terms of the Privacy Policy, to learn of new privacy practices or changes to our policies. By visiting our website after we have posted changes to these terms, you acknowledge that you are agreeing to these terms as modified.

Legal Disclaimer

Under no circumstances should any material at this site be used or considered as an offer to sell or a solicitation of any offer to buy any security or portfolio managed by Hall Private Wealth Advisors . Any such offer or solicitation will be separately made by one of the Firm’s financial advisors.

This website provides general information about Hall Private Wealth Advisors and is not intended to offer investment or financial planning advice. The purpose of this site is to provide you with information about the firm and our investment philosophy, and to provide a means for you to contact us for further information. Hall Private Wealth Advisors provides customized investment recommendations only within the context of our contractual agreements with our clients, and only after a comprehensive review of the client’s situation. Any offer or solicitation to buy any security or portfolio managed by Hall Private Wealth Advisors will be separately made by one of the Firm’s financial advisors.

User Agreement

The Firm’s website is provided to you without charge as a convenience and for your information only. By providing access to the Firm’s website content, the Firm does not warrant or represent that the content is accurate or complete; that the content is up-to-date or current; that the content is free from technical inaccuracies or typographical errors; that the content is free from changes caused by a third party; or that your access to this website will be free from interruptions, errors, computer viruses, or other harmful components.

Use of this website is at your own risk. Under no circumstances, including but not limited to negligence, shall the Firm be liable for any direct or indirect, special, incidental or consequential damages. This includes loss of data or profit arising out of the use or the inability to use the content of this website, even if one of the Firm’s representatives has been advised of the possibility of your damages. In jurisdictions that do not allow the exclusion or limitation of liability for consequential or incidental damages, our liability is limited to the greatest extent permitted by law.

Limitations of Liability

The material on this website is based on information generally available in the marketplace and is believed to be reliable and authoritative; however, it is not guaranteed as to its accuracy and does not constitute sufficient information to be the basis for sound investment decisions. The information is of a general nature and should not be applied indiscriminately to particular situations wherein it may not be completely applicable. You acknowledge that Hall Private Wealth Advisors is providing the contents of this website on an “as is” basis with no warranties of any kind. Your use of this website and use or reliance upon any of the materials on it is solely at your own risk.

Any links on the Hall Private Wealth Advisors website to other websites are not intended as referrals or endorsements, but are merely provided to the users of the Firm’s website for convenience and informational purposes. Hall Private Wealth Advisors does not endorse the content of such websites nor the products, services or other items offered through such websites.

Some pages within this website are password-protected. Access to these areas is restricted to authorized users only. The user in password-protected areas is responsible for any use of the password and for maintaining the confidentiality of the password.

All website pages are intellectual property of Hall Private Wealth Advisors and are protected by copyright laws. All copyrights for Hall Private Wealth Advisors’ website presence are owned by Hall Private Wealth Advisors with all rights reserved.

Privacy Policies and Restrictions on Use

The following policies apply only to Hall Private Wealth Advisors’ site and not to the websites of others we may link to.

Aggregate Data and Cookies. Hall Private Wealth Advisors generally records certain usage information, such as the number and frequency of visitors to this website. This data helps us determine how many visitors use parts of the site and to do internal research on our users’ demographics, interests and behavior to better understand and serve you. This information may include the websites that you access immediately before and after your visit to our website, the Internet browser you are using, and your IP address. If we use such data at all, it will be on an aggregate basis, and we will not voluntarily disclose to third parties any information that could be used to identify you personally.

Personally Identifiable Information. Please be assured that we will not collect personal identifying information about you when you visit our website, unless you choose to provide such information to us. If you voluntarily submit information to our website, for example, your name and e-mail address in a request for information, we may record and use such personally identifiable information for reasonable business purposes including, but not limited to, fulfilling your request. While Hall Private Wealth Advisors takes appropriate measures to safeguard against unauthorized disclosures of information, we cannot assure you that your personally identifiable information will never be disclosed in a manner inconsistent with this policy and make no representations or warranties regarding the sufficiency of our security measures.

Use of Website. Any person using this website is permitted to view, store, bookmark, download and print individual website pages for personal and non-commercial purposes only. These uses must not alter the original website content, including all legal notices and legends. Our prior permission is required for (i) any commercial use of materials on this website; (ii) making more than minimal copies of website materials; and (iii) copying large portions of our website, such as by bots, robots or spiders that “harvest” the website. If you seek permission for such use of our website, please contact us at info@hallpwa.com. Any unauthorized use of the images may violate copyright laws, trademark laws, the laws of privacy and publicity, and communications regulations and statutes.

For more information about Hall Private Wealth Advisors’ privacy safeguards, please click here to read our Privacy Notice.

Important Disclosure Information

General Information

Governing Law. You agree that your use of this website and any disputes relating to such use will be governed by the laws of the State of California. Any dispute will be resolved solely in San Diego County, California.

Contact Information. We welcome you to contact Hall Private Wealth Advisors regarding our services, policies and to let us know if you have any questions or concerns or complaints. You may reach us at info@hallpwa.com or phone (858) 263-1675.

Blog Posts

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 Hall Private Wealth Advisors), or any non-investment related content, made reference to directly or indirectly in this blog 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 this blog serves as the receipt of, or as a substitute for, personalized investment advice from Hall Private Wealth Advisors. 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.

Hall Private Wealth Advisors is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice.