Website is intended for informational purposes only. Links to third-party media articles and/or websites are for general information purposes only and do not constitute a binding offer of any kind. They are not intended, and should not be relied upon, as investment, insurance or financial advice. Legacy Bridge Wealth Management, LLC and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content. Investment Adviser Representatives offer investment advisory products and services through Orion Portfolio Solutions, an SEC-registered investment adviser. Duly licensed insurance agents offer fixed annuities and insurance through Legacy Bridge Planning Solutions, LLC, a separate entity not affiliated with Orion Portfolio Solutions; Products may be brokered by third parties and may not be available in all states. Equal Opportunity Employer – M/F/D/V. All companies are affiliated and do not provide tax or legal advice.

📜 1. General Disclosures

• All information on this website is for educational purposes only.

• Nothing on the site should be considered personalized investment advice.

• Any examples, illustrations, or case studies are hypothetical and do not guarantee future results.

• You should consult your own attorney, accountant, or financial advisor before making financial decisions.

⚠️ 2. Investment Risk Disclosure

1. Any examples or hypothetical scenarios presented on this site are illustrative only and do not represent actual client returns.

2. Past performance is NOT a guarantee of future outcomes.

3. Investments involve risk, including possible loss of principal

• Investing involves risk, including the possible loss of principal.

• Past performance is not indicative of future results.

• There is no guarantee that any investment strategy will achieve its intended objectives.

🧾 3. Regulatory Status

• LegacyBridge Wealth Management, LLC is registered as an investment adviser in Georgia, South Carolina, and Virginia. Registration does not imply a certain level of skill or training and does not guarantee any results. Please consult your state’s securities regulator for further guidance.

• BrokerCheck: Our Investment Advisers

• https://adviserinfo.sec.gov/individual/summary/7246278
• https://adviserinfo.sec.gov/individual/summary/5687683

📄 4. Client Responsibilities

• Clients are responsible for providing accurate financial, legal, and tax information.

• Recommendations and projections are based on the information provided at the time of engagement.

• Clients retain the final decision-making authority for implementing advice or strategies.

🔗 5. External Links and Tools

• This website may contain links to third-party websites for convenience only.

• Legacy Bridge Wealth is not responsible for the accuracy or content of those external sites.

• Use of third-party tools (e.g., Google Forms, Calendly, Typeform) is subject to their respective privacy and security policies.

🔒 6. Privacy and Confidentiality

• Your privacy is important to us.

• For details on how we collect, store, and protect your information, please visit our Privacy Policy.

• Archival Notice, Terms & IP

• Your interactions with this website, including form submissions and e‑mail, are archived in compliance with regulatory recordkeeping rules. Please review the [Terms of Use] for permitted uses of the site content and disclaimers