Terms of Use of the Walnut Hill Advisors, LLC site

The Walnut Hill Advisors, LLC website provides information about our firm and certain topics that we feel users of the website may find of interest.

Your use of the Walnut Hill Advisors, LLC website (the “Site”) is subject to the following Terms of Use. Your use of this Site indicates your acceptance of these terms.

Walnut Hill Advisors ADV

The content provided on this Site is for informational purposes only. The examples of our cases are provided for informational purposes only and are not intended to suggest, promise or guarantee similar results. Before you make any decision that may have financial implications, you should consult with a qualified financial professional for specific financial advice tailored to your situation.

The Content of this Site does not convey legal, accounting, tax, career or other professional advice of any kind. Your use of this Site is not an invitation to enter into and does not create a financial planner-client relationship. Please do not send us confidential information without first receiving permission to do so from one of our financial planners.

The Content of this Site concerns topics selected by Walnut Hill Advisors, LLC the Firm for dissemination to the general public, and is offered on a blind basis, without any knowledge as to your industry, identity or specific circumstances. The application and impact of relevant laws will vary from jurisdiction to jurisdiction and there may be delays, omissions or inaccuracies in information contained on this Site. Also, note that Content for articles tends to be topical at times and may change depending on government regulation, industry policy and other macro-economic factors. The Content of this Site should not be relied upon or used as a substitute for consultation with professional advisors. Walnut Hill Advisors, LLC accepts no liability for any direct or consequential loss arising from any use of this information or its contents.

In regards to external links from our site:

Walnut Hill Advisors, LLC sometimes provides an external link for informational purposes and is not responsible for the content of external websites linked to or referenced from its website. Walnut Hill Advisors, LLC neither endorses the information, content, presentation, or accuracy nor makes any warranty, express or implied, regarding these external websites. Users should be aware that when they select a link on Walnut Hill Advisors, LLC’s website to an external website, they are leaving Walnut Hill Advisors, LLC’s site. When users select a link to an outside website, they are leaving Walnut Hill Advisors, LLC’s site and are subject to the privacy and security policies of the external website.

In regards to comments and links posted by third parties on our site, Walnut Hill Advisors does not approve or endorse any third party communications posted on this site.

In regards to “Likes’ on our Facebook page or any other sign of “approval” of Walnut Hill Advisors or any employee of WHA on any website including Facebook, LinkedIn, and other social media/website pages: RIAs were previously prohibited from accepting “reviews'” of their firms (as these were seen as testimonials, which are prohibited by federal regulation) but recent regulation changes now allow this type of commentary provided that the firm being reviewed keeps open and public all reviews, both positive and negative.

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Walnut Hill Advisors ADV2 Brochure and Disclosures

The latest copy of Walnut Hill Advisors, LLC Form ADV Part 2A & B and our Privacy Disclosure (and other disclosures) are available upon request (888-278-9433) or by clicking here:

Walnut Hill Advisors, LLC Shared Folder with Our Latest Disclosure Documents including the new Massachusetts Fee Table.

Here is a Direct link to our fee table: FEE TABLE

If you have any questions about this Walnut Hill Advisors ADV2 Brochure and Disclosures & Terms of Use page please contact us.

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