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Disclosure
NobleBridge Wealth Management, LLC (NBWM) is a registered investment adviser located in Montclair, New Jersey. Principals of the firm have broad-based experience in selecting: exchange-traded funds, separate account and fund managers, alternative investments, managing an asset allocation strategy and risk management on behalf of individual investors. Our members will offer a holistic wealth management approach to our client relationships and our insurance licensed to offer insurance products and services. The information in this website has not been approved or verified by the United States Securities and Exchange Commission (SEC) or by any state securities authority.
Legal Disclaimer
This website is for informational purposes only and does not constitute financial or investment advice, an offer to sell, a solicitation to buy or sell, securities, futures, options, or other financial instruments, nor an offer to provide advisory or other services by NBWM in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. NBWM expressly disclaim to the fullest extent permissible pursuant to applicable law, all liability with respect to actions taken based on any or all of the information on this website.
The laws of the State of New Jersey govern these terms and conditions. In all actions relating to these terms and conditions, you agree to such action only in the New Jersey State Supreme Court or local United States District Court of New Jersey, and you consent and submit to the personal jurisdiction of those courts for the purpose of litigating any such action or business with NBWM.
Disclaimer of Warranty and Limitation of Liability
NBWM do not provide assurance to the accuracy of the materials provided herein, either expressly or implicitly, for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. NBWM will not be responsible for any loss or damage that could result from interception by third-parties of any information made available to you via this site. Although the information provided to you on this site is obtained or compiled from sources we believe to be reliable, NBWM cannot and do not guarantee the accuracy, validity, timeliness or completeness of any information or data made available to you for any particular purpose. We, nor any of its directors, officers or employees, nor any third-party vendor retained by NBWM will be liable or have any responsibility of any kind for any loss or damage, that you incur in the event of any failure or resulting from interruption of this site, or resulting from the act or omission of any other third-party involved in making this site or other technology, including share file services.
Decisions based on information contained on our website are the sole responsibility of the visitor, and in exchange for using our website, visitors agree to hold NBWM harmless against any claims for damages arising from any decisions that the visitor makes based on such information or opinions expressed via social media or other forms of electronic communication.
Copyright or Other Notices
If you download any information or software from this site, you agree that you will not copy it or remove or obscure any copyright or other notices or legends contained in any such information.
E-mails submitted to this site, NBWM, and its employees should not be considered secure or confidential. NBWM make no representation whatsoever to the security or confidentiality of your e-mail messages or documents shared over the internet or stored in the internet cloud.
The information contained on the NobleBridge Wealth Blog may be provided by parties unrelated to NBWM and the opinions expressed are not necessarily those of NobleBridge Wealth. Users of this blog are solely responsible for the interactions with, and information provided to other users. NBWM are not involved in, a party to, or responsible for any communications, interactions or transactions, regardless of the medium conveyed, between you and any user of this site, or any disputes that arise therefore.
Use of Links
Investment Risks
Past performance is not a guide to future returns and no representation or warranty, expressed or implied, is made regarding future performance. The value of investments and any return from them can go down as well as up. Investments discussed on this website may have a high level of volatility. Investments may experience sudden and large falls in their value, causing losses when the investment is realized. Those losses may equal your original investment.
Fixed income yields from investment may fluctuate and, in consequence, initial capital paid to make the investment may be used as part of that income yield. Portfolios that invest in fixed-income securities are subject to several general risks, including interest rate risk, credit risk, and market risk, which could reduce the yield that an investor receives from his or her portfolio. These risks may occur from fluctuations in interest rates, a change to an issuer’s individual situation or industry, or events in the financial markets.
For a complete summary of additional types of advisory relationships, advisory services, investment services and market risk, please see the NobleBridge Wealth Management, LLC – Firm Disclosure Brochure (Part 2A, of Form ADV).
Adviser Engagement
The products and services referenced are offered only by appropriately licensed and registered persons or by exemption of registration. Registration does not imply a certain level of skill or training. The Firm may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption or exclusion under applicable rules and regulations.
This website should not be considered a solicitation or offering of any investment or insurance products to investors outside of the United States. Insurance products and services are not available in all States. Investment products are not FDIC insured, may lose value, and are not bank guaranteed.
We do 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 NobleBridge Wealth Management’s Website 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.
For a complete summary of additional types of advisory relationships, advisory services, investment services and market risk, please see the NobleBridge Wealth Management, LLC – Firm Disclosure Brochure (Part 2A, of Form ADV). Additional information about NobleBridge Wealth Management, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov.
Professional Designations
Certified Fund Specialist® (CFS®)
Issuing organization: Institute of Business & Finance (IBF), a 501(c)(3) nonprofit educational institution established in 1988.
The CFS® is a professional designation focused on mutual funds, exchange-traded funds, closed-end funds, REITs, and alternative pooled investment vehicles, covering fund structures and share classes, expense and total-cost-of-ownership analysis, risk measurement, fund due diligence and selection, asset allocation and portfolio construction, client risk profiling and suitability, and the taxation of fund distributions.
Prerequisites. Candidates must hold a bachelor’s degree from an accredited institution or have a minimum of 2,000 hours of professional experience in financial services.
Education and examination. Candidates complete a self-study program of 21 chapters across two modules (approximately 55–70 study hours) within 12 months of enrollment, and must pass two online proctored examinations (one per module) and a written case study.
Continuing education and standards. Continued use of the designation requires active membership in good standing with IBF, adherence to the IBF Code of Ethics, and completion of 30 hours of continuing education every two years.
Verification and complaints. Designee status may be verified through IBF’s “Find an Advisor” directory at icfs.com. Investor complaints may be submitted by mail to the Executive Director, Institute of Business & Finance, P.O. Box 371243, San Diego, CA 91237.
The CFS® designation does not confer any license or registration to buy or sell securities, and neither IBF nor any securities regulator sponsors, approves, or endorses the holder’s investment advisory services. Corey Franco, President of NobleBridge Wealth™, holds the CFS® designation. NobleBridge Wealth™ is an SEC-registered investment adviser; registration does not imply a certain level of skill or training.