Rappaport Wealth Management

CONNECT

Address:

150 Radnor Chester Road Suite F 200
Radnor, PA 19087

Phone:

1-610-293-8005

Fax/Other:

1-610-977-0043

Legal and Privacy

Site Privacy/Disclosure

 

This site is published for residents of the United States only.  International Assets Advisory LLC brokers and International Assets Investment Management LLC Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.

Rappaport Wealth Management is affiliated with International Assets Advisory, LLC “IAA” and the brokers are registered and offer securities through International Assets Advisory, LLC, an independent broker/dealer, member FINRA/SIPC.

IMPORTANT CONSUMER INFORMATION: A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment advisor, BD agent or IA representative registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of broker-dealer, investment advisor, BD agent, or IA rep, a consumer should contact his or her state securities law administrator or FINRA.

All materials contained in this web site are protected by United States copyright law and may not be reproduced, distributed, transmitted, displayed, published, or broadcast without the prior written permission of Rappaportwealth.com, International Assets Advisory LLC “IAA” and International Assets Investment Management, LLC “IAIM”.

Disclaimer of Warranties and Liability
You expressly agree that use of this web site is at your sole risk. This site is provided on an 'as is' and 'as available' basis. Rappaportwealth.com, IAA, and IAIM expressly disclaims all warranties of any kind, express or implied, including without limitation any warranty of merchantability, fitness for a particular purpose or non-infringement.  Rappaportwealth.com, IAA, and IAIM makes no warranty that this web site will meet your requirements, or that this site will be uninterrupted, timely, secure, or error free; nor does Rappaportwealth.com, IAA, and IAIM make any warranty as to the results that may be obtained from the use of this site.  Rappaportwealth.com, IAA and IAIM will not be liable for any direct, consequential or incidental damages, whether foreseeable or not, which may result from the unavailability or malfunction of this site.

You understand and agree that any material and/or data downloaded or otherwise obtained through the use of this web site is at your own discretion and risk and that you will be solely responsible for any damage to your computer system or loss of data that results from the download of such material and/or data. Rappaportwealth.com, IAA, and IAIM shall not be responsible for any loss or damage caused, or alleged to have been caused, directly or indirectly, by the information or ideas contained, suggested or referenced in this service. No advice or information, whether oral or written, obtained by you from Rappaportwealth.com, IAA, and IAIM or through this web site shall create any warranty not expressly made herein.

You understand and agree that Rappaportwealth.com, IAA, and IAIM do not guarantee the accuracy or completeness of any information in or provided in connection with this website.  Rappaportwealth.com, IAA, and IAIM are not responsible for any errors or omissions or for the results obtained from the use of such information. The information is provided with the understanding that neither Rappaportwealth.com, IAA, and IAIM nor its users, while such users are participating in Rappaportwealth.com are engaged in rendering personalized investment, financial planning, accounting, legal, or other professional services or advice.   Rappaportwealth.com, IAA, and IAIM encourages you to seek advice from an appropriate personal finance and/or investment professional before making investment decisions.

You understand and agree that presentation of any performance data is not meant to imply that similar results will be achieved in the future. Rather, past performance does not guarantee future results. The data is provided merely for illustrative and discussion purposes. Performance data using a wide variety of time periods is provided. Rather than focusing on the specific time periods used or the results derived, the reader should focus instead on the underlying principles.

You understand and agree that none of the material presented here is intended to serve as the basis for any financial decision, nor does any of the information contained within Rappaportwealth.com constitute an offer to buy, sell, or hold any security. Such an offer is made only by prospectus, which you should read carefully before investing or sending money.

You understand and agree that the material presented is accurate to the best of our knowledge. However, performance data changes over time, and laws frequently change as well, and our advice could change accordingly. Therefore, the reader is encouraged to verify the status of such information before acting.

IAA and IAIM are not responsible for the content on the internet or web pages outside the Rappaportwealth.com site. As a convenience to our users, we may provide links to resources which are beyond our control. We make no representations as to the quality, suitability, functionality, or legality of any sites to which we may provide links, and you hereby waive any claim you might have against Rappaportwealth.com with respect to such sites.

IAA and IAIM shall not be liable for any direct, indirect, incidental, special or consequential damages, resulting from the use or the inability to use Rappaportwealth.com or for the cost of procurement of substitute goods and services or resulting from any goods or services purchased or obtained or messages received or transactions entered into through Rappaportwealth.com or resulting from unauthorized access to or alteration of your transmissions or data, including but not limited to, damages for loss of profits, use, data or other intangible, even if  IAA and IAIM  have been advised of the possibility of such damages.

Your privacy is important to us. In order to better protect your privacy we provide this notice explaining our online information practices.

Web Privacy Policy
Rappaportwealth.com has created this security and privacy statement in order to demonstrate and communicate its commitment to the privacy of the users of the Rappaportwealth.com site and to conducting business with the highest ethical standards and appropriate internal controls. The following discloses Rappaportwealth.com information gathering and dissemination policies for the Rappaportwealth.com site:

Collection and Dissemination of Personal Information
Rappaportwealth.com web site may receive and maintain information such as user name, email address, telephone number and other personal information only when such information is personally submitted by users through an optional request form such as the request for more information form in the contact tab of the Rappaportwealth.com web site.

The information provided within the form allows users to make specific inquiries or requests of Rappaportwealth.com or provide Rappaportwealth.com with feedback on its Web sites or services. Information gathered via this site is not shared with third parties unless the involved individual requests such sharing or unless disclosure is required by law. Rappaportwealth.com does not sell personal information to third parties for commercial purposes.

The Rappaportwealth.com Web site does not capture information regarding the specific activities of any particular user. It does, however, produce reports that allow Rappaportwealth.com to view activity in anonymous aggregated form. The Rappaportwealth.com website does not use JavaScript, cookies, web bugs, or any other active content mechanism to capture or maintain information about users.  The only personal information we capture has been specifically submitted to us through an optional form.

Please be advised that you may conduct securities transactions only by speaking directly with your Registered Representative. To help protect your privacy, we strongly recommend that you avoid sending sensitive information, such as account numbers and social security numbers, via email or website.

Please be further advised that, pursuant to the Bank Secrecy Act, the USA PATRIOT Act, and similar laws, any communication via this website is subject to regulatory, supervisory, and law enforcement review.

Rappaportwealth.com reserves the right to disclose user information in special circumstances, where Rappaportwealth.com believes that the disclosure of such information is necessary to identify or contact someone who may be interfering with or violating Rappaportwealth.com rights or property or other users or to protect or enforce Rappaportwealth.com rights or obligations.  Rappaportwealth.com may also disclose user information when such disclosure is required by law or regulation.

IP Addresses
The Rappaportwealth.com website may log IP addresses and browser types for administrative purposes.  Rappaportwealth.com reviews such logs in order to improve the content and functionality of the Web sites.  Rappaportwealth.com may also use such logs to identify or contact someone who may be interfering with or violating Rappaportwealth.com rights or property or other users or to protect or enforce Rappaportwealth.com rights or obligations.

Third Party Links
Rappaportwealth.com Web site may contain links to other sites, and other sites may be linked to ours, some of the sites are not owned by Rappaportwealth.com.  Rappaportwealth.com is not responsible for the security or privacy practices of non- Rappaportwealth.com sites, the products or services offered by such sites, or the content appearing at such sites. Likewise, Rappaportwealth.com does not endorse any of the products or services marketed at non- Rappaportwealth.com sites.
 
Rappaportwealth.com prohibits the framing of any materials available through Rappaportwealth.com Web sites and unauthorized hypertext links to Rappaportwealth.com Web site.  Rappaportwealth.com reserves the right to disconnect or otherwise disable any unauthorized frames or hypertext links.

Information Security
Rappaportwealth.com website is protected with a variety of security measures such as change control procedures, passwords, and physical access controls. Rappaportwealth.com takes these measures to safeguard against unauthorized use of a user's data; Rappaportwealth.com cannot control Internet transmissions and cannot provide assurances that personal information transmitted to Rappaportwealth.com will never be compromised.