Circle Wealth Management, LLC (“Circle”) is an SEC registered investment adviser located in Summit, New Jersey.

Circle may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Circle’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Circle’s website on the Internet should not be construed by any consumer and/or prospective client as Circle’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Circle with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of Circle’s current written disclosure Brochure and Form CRS discussing Circle’s business operations, services, and fees is available on this website and/or from Circle upon written request. Circle does 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 Circle’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Circle), will be profitable or equal any historical performance level(s). Neither Circle’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if Circle is engaged, or continues to be engaged, to provide investment advisory services. Circle’s registration status does not imply a specific level of skill or training.

Certain portions of Circle’s website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Circle’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Circle, or from any other investment professional. Circle is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting, or tax advice.

Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services.

Each client and prospective client agrees as a condition precedent to his/her/its access to Circle’s website, to release and hold harmless Circle, its officers, directors, owners, employees, and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Circle.