Terms of Use

Copyright ©2018 BWM Advisory, LLC

All rights reserved.

BWM Advisory, LLC. (BWM) d/b/a Bedrock Investment Advisors,


IMPORTANT CONSUMER INFORMATION: An investment advisor or IA representative may only transact business in a state if first registered, or is excluded or exempt from state investment advisor orinvestment advisor or IA rep, a consumer should contact his or her state securities law administrator.


All materials contained on this website are protected by the United States copyright law and may not be reproduced, distributed, transmitted, displayed, published, or broadcast without the prior written permission of BWM.


“BWM Advisory,” “Bedrock Investment Advisors” and “KIP Model Portfolio” and their respective logos are trademarks of BWM Advisory, LLC. Additionally, the names of other products and services referred to on the site may be the trademarks or service marks of their respective owners. You may not use any trademark or service mark appearing on this website without the prior written consent of the owner.


By providing BWM with your mailing address, telephone number or email address, you are expressly requesting for a BWM representative to contact you.  You further agree that BWM

Disclaimer of Warranties and Liability
You expressly agree that use of this website is at your sole risk. This site is provided on an ‘as-is’ and ‘as available’ basis. BWM expressly disclaims all warranties of any kind, express or implied, including without limitation any warranty of merchantability, fitness for a particular purpose or non-infringement. BWM makes no warranty that this website will meet your requirements, or that this site will be uninterrupted, timely, secure, or error free; nor does BWM make any warranty as to the results that may be obtained from the use of this site. BWM will not be liable for any direct, consequential or incidental damages, whether foreseeable or not, which may result from the unavailability or malfunction of this site.


BWM shall not be responsible for any loss or damage caused or alleged to have been caused, directly or indirectly, by the information or ideas contained, suggested or referenced in this service. No advice or information, whether oral or written, obtained by you from BWM or through this website shall create any warranty not expressly made herein.


You understand and agree that BWM does not guarantee the accuracy or completeness of any information in or provided in connection with bsite. BWM is not responsible for any errors or omissions or the results obtained from the use of such information. The information is provided with the understanding that neither BWMed are engaged in rendering personalized investment, financial planning, accounting, legal, or other professional services or advice through the website. BWM encourages you to seek advice from an appropriate personal finance and investment professional before making investment decisions.



You understand and agree that none of the material presented here is intended to serve as the basis for any financial decision, nor does any of the information contained within constitute an offer to buy, sell, or hold any security. Such an offer is made only by prospectus or other binding agreement, which you should read carefully before investing or sending money.


You understand and agree that the material presented is accurate to the best of our knowledge. However, performance data changes over time and laws frequently change as well, and our advice could change accordingly. Therefore, the reader is encouraged to verify the status of such information before acting.



You understand and agree that any resemblance to any person or persons, living or dead, is purely coincidental.

BWM is not responsible for the content on the internet or web pages outside of the BWM website. As a convenience to our users, we may provide links to resources which are beyond our control. We make no representations as to the quality, suitability, functionality, or legality of any sites to which we may provide links, and you hereby waive any claim you might have against BWM with respect to such sites.


BWM shall not be liable for any direct, indirect, incidental, special or consequential damages, resulting from; the use or the inability to use te or for the cost of procurement of substitute goods and services or resulting from any goods or services purchased or obtained or messages received; transactions entered into through te or resulting from unauthorized access to or alteration of your transmissions or data, including but not limited to, damages for loss of profits, use, data or other intangible, even if BWM has been advised of the possibility of such damages.



We reserve the right, at our sole discretion, to modify or replace these Terms at any time. If a revision is material, we will provide at least 30 days notice prior to any new terms taking effect. What constitutes a material change will be determined at our sole discretion.

By continuing to access or use our Service after any revisions become effective, you agree to be bound by the revised terms. If you do not agree to the new terms, you are no longer authorized to use the Service.


Contact Us

If you have any questions about these Terms, please contact us at 800-779-4183 or [email protected]