Disclosures

WEBSITE DISCLOSURES & TERMS OF USE

This website does not represent an offer of or a solicitation for advisory services in any state/jurisdiction of the U.S. or any country where Mid Atlantic Capital Corp, New Edge Wealth, LLC or their affiliates (together, “New Edge”) are not registered, notice filed, or exempt. New Edge is not providing any investment, tax, legal or other advice through or in its provision of the website.  You understand that any investment, tax, marketing or legal information provided in the website is general and educational in nature and should not be construed as advice.  New Edge provides advice and makes recommendations based on the specific needs and circumstances of each client.  Please remember that 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 New Edge) will be profitable or equal any historical performance level(s). Clients should carefully consider their own investment objectives and never rely on any single chart, graph or marketing piece in making investment decisions.

This website may contain links to third-party sites. We do not control or endorse and are not responsible for the accuracy or reliability of any content, operation, or security of these sites. We are not responsible for their terms of use, privacy policies, or any other third-party websites that may be linked to or by their pages. Further, the presence of a link to a third-party site does not mean that New Edge endorses that site, its products, or views expressed there. New Edge provides these links merely for convenience and the presence of such third-party links are not an endorsement or recommendation by New Edge. You use these sites at your own risk.

Intellectual Property Rights

Service Content, Software and Trademarks: You acknowledge and agree that our website may contain content or features (“Service Content”) that are protected by copyright, patent, trademark, trade secret or other proprietary rights and laws. Except as expressly authorized by us, you agree not to modify, copy, frame, scrape, rent, lease, loan, sell, distribute or create derivative works based on the website or the Service Content, in whole or in part, except that the foregoing does not apply to your own User Data (as defined below) that you legally provide through this website. In connection with your use of the website, you will not engage in or use any data mining, robots, scraping or similar data gathering or extraction methods. If you are blocked by New Edge from accessing the website (including by blocking your IP address), you agree not to implement any measures to circumvent such blocking (e.g., by masking your IP address or using a proxy IP address). Any use of the website or the Service Content other than as specifically authorized herein is strictly prohibited. The technology and software underlying the website or distributed in connection therewith, including without limitation the Mobile App, are the property of New Edge, our affiliates and our partners (the “Software”). You agree not to copy, modify, create a derivative work of, reverse engineer, reverse assemble, decompile, disassemble or otherwise attempt to discover any source code, sell, assign, sublicense, or otherwise transfer any right in the Software.  Any rights not expressly granted herein.

The New Edge name and logos are trademarks and service marks of New Edge (collectively the “EdgeCo Trademarks”). Other company, product, trade and service names and logos used and displayed via the website may be trademarks, trade names or service marks of their respective owners (together with the EdgeCo Trademarks, the “Trademarks”) who may or may not endorse or be affiliated with or connected to New Edge. The Trademarks are the sole and exclusive property of New Edge or such third parties, as applicable, and you will not acquire any proprietary rights therein by reason of these Terms of Service or your access or use of the Service. Nothing in this Terms of USE or the website should be construed as granting, by implication, estoppel, or otherwise, any license or right to use any Trademarks displayed on or in connection with the website, without our prior written permission in each instance. As between you and New Edge all goodwill generated from the use of Trademarks will inure to our exclusive benefit.

Third-Party Material: Under no circumstances will New Edge be liable in any way for any content or materials of any third parties (including users), including, but not limited to, for any errors or omissions in any content, or for any loss or damage of any kind incurred as a result of the use of any such content. You acknowledge that New Edge does not pre-screen content, but that New Edge and its designees will have the right (but not the obligation) in their sole discretion to refuse or remove any content that is available via the website. Without limiting the foregoing, New Edge and its designees will have the right to remove any content that violates these Terms of Use or is deemed by New Edge, in its sole discretion, to be otherwise objectionable. You agree that you must evaluate, and bear all risks associated with, the use of any content, including any reliance on the accuracy, completeness, or usefulness of such content.

User Data Transmitted Through the Website: With respect to the data, content or other materials you upload through the website or share with other users or recipients (collectively, “User Data”), you represent and warrant that you own all right, title and interest in and to such User Data, including, without limitation, all copyrights and rights of publicity contained therein.

You acknowledge and agree that New Edge may preserve content and may also disclose content if required to do so by Applicable Law or in the good faith belief that such preservation or disclosure is reasonably necessary to: (a) comply with legal process, Applicable Laws or government requests; (b) enforce these Terms of Use; (c) respond to claims that any content violates the rights of third parties; or (d) protect the rights, property, or personal safety of New Edge, its users and the public. You understand that the technical processing and transmission of the Service, including your content, may involve (i) transmissions over various networks; and (ii) changes to conform and adapt to technical requirements of connecting networks or devices.

Indemnity and Release

You agree to defend, indemnify and hold harmless New Edge against any third-party claims, actions or proceedings, damages, losses, costs and expenses (including reasonable attorneys’ fees) resulting from, arising out of, or in connection with, your access or use of the website, any User Data, your breach of these Terms of Use, your violation of Applicable Law or your negligent acts or omissions and/or willful misconduct.

If you are a California resident, you waive California Civil Code Section 1542, which says: “A general release does not extend to claims that the creditor or releasing party does not know or suspect to exist in his or her favor at the time of executing the release and that, if known by him or her, would have materially affected his or her settlement with the debtor or released.” If you are a resident of another jurisdiction, you waive any comparable statute or doctrine to the extent permitted under Applicable Law.

Disclaimer of Warranties

YOUR USE OF THE SERVICE IS AT YOUR SOLE RISK. THE SERVICE IS PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. NEW EDGE ON BEHALF OF ITSELF AND THE OTHER NEW EDGE PARTIES EXPRESSLY DISCLAIM ALL WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED OR STATUTORY, WITHOUT LIMITATION ANY WARRANTIES CONCERNING ACCESS OR USE OF THIS WEBSITE; TELECOMMUNICATIONS, COMPUTERS AND INTERNET USAGE; AND THE USAGE OF INFORMATION POSTED ON THE SITE, WHETHER OR NOT SUCH INFORMATION IS PASSWORD ACCESSIBLE, INCLUDING, BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT.

NEW EDGE ON BEHALF OF ITSELF AND THE OTHER NEW EDGE PARTIES MAKE NO WARRANTY THAT (A) THE WEBSITE WILL MEET YOUR REQUIREMENTS, (B) THE WEBSITE WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, (C) THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE WEBSITE WILL BE ACCURATE OR RELIABLE, OR (IV) THE QUALITY OF ANY PRODUCTS, SERVICES, INFORMATION, OR OTHER MATERIAL PURCHASED OR OBTAINED BY YOU THROUGH THE SERVICE WILL MEET YOUR EXPECTATIONS.

Limitation of Liability

YOU EXPRESSLY UNDERSTAND AND AGREE THAT THE NEW EDGE PARTIES WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY DAMAGES, OR DAMAGES FOR LOSS OF PROFITS INCLUDING BUT NOT LIMITED TO, DAMAGES FOR LOST TIME, INCOME, REVENUE, GOODWILL, PROFITS, LOSS OF PROFITS, USE, LOSS OF USE, TRADING LOSSES, LOSS OF OTHER COST OR SAVINGS, LOSS OF DATA OR OTHER INTANGIBLE LOSSES (EVEN IF ANY NEW EDGE PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES), WHETHER BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY OR OTHERWISE, RESULTING FROM, ARISING OUT OF, OR IN CONNECTION WITH: (A) THE USE OR THE INABILITY TO USE THE SERVICE; (B) THE COST OF PROCUREMENT OF SUBSTITUTE GOODS AND SERVICES RESULTING FROM ANY GOODS, DATA, INFORMATION OR SERVICES PURCHASED OR OBTAINED OR MESSAGES RECEIVED OR TRANSACTIONS ENTERED INTO THROUGH OR FROM THE SERVICE; (C) UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR TRANSMISSIONS OR DATA; (D) STATEMENTS OR CONDUCT OF ANY THIRD PARTY ON THE SERVICE; OR (V) ANY OTHER MATTER RELATING TO THE SERVICE. IN NO EVENT WILL ANY NEW EDGE PARTY’S TOTAL LIABILITY TO YOU FOR ALL DAMAGES, LOSSES OR CAUSES OF ACTION EXCEED THE AMOUNT YOU HAVE PAID NEW EDGE IN THE LAST SIX (6) MONTHS, OR, IF GREATER, ONE HUNDRED DOLLARS ($100).

SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES OR THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES. ACCORDINGLY, SOME OF THE ABOVE LIMITATIONS SET FORTH ABOVE MAY NOT APPLY TO YOU. IN SUCH JURISDICTIONS, THE LIABILITY OF THE NEW EDGE SHALL BE LIMITED TO THE GREATEST EXTENT PERMITTED BY APPLICABLE LAW. IF YOU ARE DISSATISFIED WITH ANY PORTION OF THE WEBSITE OR WITH THESE TERMS OF USE, YOUR SOLE AND EXCLUSIVE REMEDY IS TO DISCONTINUE USE OF THE SERVICE.

Notice for New Jersey Users

IF YOU ARE A USER FROM NEW JERSEY, THE INDEMNITY AND RELEASE, DISCLAIMER OF WARRANTIES AND LIMITATION OF LIABILITY SECTIONS ARE INTENDED TO BE ONLY AS BROAD AND INCLUSIVE AS IS PERMITTED UNDER NEW JERSEY LAW. IF ANY PORTION OF SUCH SECTIONS IS HELD TO BE INVALID UNDER NEW JERSEY LAW, THE INVALIDITY OF SUCH PORTION SHALL NOT AFFECT THE VALIDITY OF THE REMAINING PORTIONS OF THOSE SECTIONS.

Notice for California Users

Under California Civil Code Section 1789.3, users of the website from California are entitled to the following specific consumer rights notice: The Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs may be contacted in writing at 1625 North Market Blvd., Suite N 112, Sacramento, CA 95834, or by telephone at (916) 445-1254 or (800) 952-5210.

You may contact us at New Edge Wealth, Suite 510, 1250 Waterfront Place, Pittsburgh, PA.

Notice for California Users

Under California Civil Code Section 1789.3, users of the Service from California are entitled to the following specific consumer rights notice: The Complaint Assistance Unit of the Division of Consumer Services of the California Department of Consumer Affairs may be contacted in writing at 1625 North Market Blvd., Suite N 112, Sacramento, CA 95834, or by telephone at (916) 445-1254 or (800) 952-5210.

You may contact us at New Edge Wealth, Suite 510, 1250 Waterfront Place, Pittsburgh, PA.

© EdgeCo Wealth Management LLC, 2020

NewEdge Wealth is a division of EdgeCo Wealth Management, LLC. New Edge Wealth, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Securities offered and sold through Mid Atlantic Capital Corporation, member FINRA/SIPC.

Accolades

Forbes/SHOOK Top 250 Next-Generation Wealth Advisors

Forbes/SHOOK Best-In-State Next-Generation Wealth Advisors list is comprised of 1,500 Financial Advisors and uses criteria based on age, quality of practice, industry experience, compliance record, revenue, interviews by SHOOK Research and the full team assets under management (which vary from state to state). Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings. Past performance is not an indication of future results.

Barron’s Top 50 Private Wealth Advisory Teams

Barron’s Top 50 Private Wealth Advisory Teams is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Portfolio performance is not a criterion because most advisors do not have audited track records. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings. Past performance is not a guarantee of future results. Barron’s is a registered trademark of Dow Jones & Co.

Financial Times 400 Top Financial Advisers

The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (FT). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither NewEdge Wealth or its employees pay a fee in exchange for these rankings.