Important Disclosures
Rothschild Financial Partners, LLC
Investment advisory services are offered through Rothschild Financial Partners, LLC, an SEC-registered investment adviser. Rothschild Financial Partners, LLC and its affiliates collectively operate under the Rothschild Wealth Partners™ brand.
Registration with the U.S. Securities and Exchange Commission does not imply a certain level of skill or training.
Information regarding Rothschild Financial Partners, LLC is publicly available through the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov or on www.investor.gov.
Rothschild Financial Partners, LLC
SEC No. 801-136474 | CRD No. 342696
General Website Disclosure
This website is provided for general informational and educational purposes only and is not personalized investment, legal, or tax advice. Nothing on this website should be construed as a recommendation, offer, or solicitation to buy or sell any security or investment strategy.
Investment advisory services are offered only where Rothschild Financial Partners, LLC and its representatives are appropriately registered or otherwise permitted to provide such services.
Information presented on this website is general in nature and should not be relied upon as a substitute for advice based on your individual circumstances, objectives, financial situation, and needs.
Investment Risk
Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Investment returns and principal value will fluctuate, and investments may be worth more or less than their original cost.
Any forecasts, projections, hypothetical examples, or assumptions presented on this website are for illustrative purposes only, are based on assumptions that may change, and are not guarantees of future results.
Structured notes involve significant risks and may not be appropriate for all investors. Risks may include loss of some or all principal, issuer credit risk, limited liquidity, market and volatility risk, complex payoff structures, and limits on participation in gains of an underlying asset or index. Certain notes may be callable or subject to other features that affect potential returns. Investors should carefully review the applicable offering documents and understand the note’s terms, risks, costs, and tax considerations before investing. Past performance of an underlying asset or index does not guarantee future results.
Certain private investments may be available only to investors who meet applicable eligibility requirements, including accredited investor standards. Private investments involve significant risks, including limited liquidity and potential loss of principal.
Opinions and Third-Party Information
Opinions and estimates are presented as of the date indicated and are subject to change without notice. They should not be regarded as statements of fact or assurances of future results.
Certain information may be derived from third-party sources believed to be reliable but has not necessarily been independently verified. No representation is made as to its accuracy or completeness.
Links to third-party websites are provided for convenience and informational purposes only. Rothschild Financial Partners, LLC does not control and is not responsible for the content, security, policies, or practices of third-party websites.
Tax and Legal Information
Rothschild Financial Partners, LLC does not provide legal or tax advice unless specifically agreed to as part of an applicable engagement and permitted by law. Website content should not be relied upon as legal or tax advice. Consult a qualified legal or tax professional regarding your individual circumstances.
Electronic Communications
Email, website forms, and other electronic communications should not be used to transmit trading instructions, fund-transfer requests, changes to account information, or other time-sensitive account instructions.
Do not transmit sensitive personal or account information through unsecured electronic communications.
Social Media
Content published through Rothschild Wealth Partners™ or Rothschild Financial Partners, LLC social media accounts is provided for general informational and educational purposes only and is not personalized investment advice or a recommendation to buy or sell any security or strategy.
Social media content may include third-party comments, reactions, links, or other information that does not necessarily reflect the views of Rothschild Financial Partners, LLC. Any testimonial, endorsement, rating, or other third-party statement should not be interpreted as a guarantee of any particular client experience or future investment result.
Please do not submit personal, confidential, or account information through social media.
Awards, Rankings and Third-Party Recognition
Any award, ranking, or third-party recognition referenced on this website should not be construed as a guarantee of future performance or results and should not be the sole basis for selecting an investment adviser.
The criteria, methodology, time period evaluated, number of participants considered, and whether compensation was provided in connection with an award or ranking will be disclosed with, or reasonably accessible from, the applicable reference.
Awards and rankings generally do not evaluate the investment performance experienced by any individual client.
CFP® Certification
CERTIFIED FINANCIAL PLANNER™, CFP®, and CFP® certification marks are owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who satisfy CFP Board’s initial and ongoing certification requirements.
Questions or Complaints
Questions or concerns regarding your relationship with Rothschild Financial Partners, LLC may be directed to:
Compliance Department
compliance@rothschildwealth.com
630.448.5711
