Legal Disclosure SGWM

Wealth Management Legal Disclosure Page


By using the Stoever Glass Wealth Management web site you accept at your own risk that the Internet and online communications medium may not perform as intended despite the efforts of Stoever Glass & Co., Inc., and Stoever Glass Wealth Management your internet service provider and you.

Neither Stoever Glass & Co., Inc / Stoever Glass Wealth Management nor any of its directors, officers, or employees, nor any third party vendor will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this site, or resulting from the act or omission of any other party involved in making this site or the data contained therein available to you, or from any other cause relating to your access to, inability to access, or use of the site or these materials, whether or not the circumstances giving rise to such cause may have been within the control of Stoever Glass Wealth Management or of any vendor providing software or service support. In no event will Stoever Glass Wealth Management or any parties be liable to you for any direct, special, indirect, consequential, incidental damages or any other damages of any kind even if Stoever Glass Wealth Management or any other party have been advised of the possibility thereof. Stoever Glass Wealth Management makes no representation or warranty of any kind with respect to the software or the results to be obtained from its use. Stoever Glass Wealth Management does not warrant that your use of the software will be uninterrupted, error-free or virus-free.

Stoever Glass directs a de minimis number of equity transactions to the firm’s clearing agent, Pershing LLC for execution. Pershing LLC’s 605 report is available at


Should the viewer leave this site via a link contained herein, and view its content, the viewer does so at its own risk. Stoever Glass Wealth Management is not responsible for damages or losses caused by any delays, defects or omissions that may exist in linked services, information or other content provided in such site, whether actual, alleged, consequential or punitive. Stoever Glass Wealth Management makes no guarantees or representations as to, and shall have no liability for, any electronic content delivered by any third party.

The information on this site is “AS IS.” Stoever Glass & Co., Inc., does not warrant theaccuracy of the information provided herein, either expressly or implied. Although the information provided to you on this site is obtained from sources that we believe to be reliable.

The publication of the Stoever Glass/Stoever Glass Wealth Management web site on the Internet should not be construed asa Stoever Glass/Stoever Glass Wealth Management solicitation to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Moreover, no client or prospective client should assume that our web site serves as a substitute for personalized advice from Stoever Glass Wealth Management. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be either suitable or profitable for a client’s investment portfolio.

Past performance is not meant to forecast, imply or guarantee the future performance of any particular investment.

Business Continuity Plan

In the event of a business disruption, Stoever Glass & Co., Inc. has plans to allow us to continue business operations. We will do this by relocating our business operations to analternative location with processing capability and by informing our employees of the procedures that are in place by telephone and other means. We have procedures in place to recover data and restore our processing systems to working condition in the best time possible.

Although we have these plans in place for business disruptions, no one can guarantee that the systems will be instantly recoverable after a significant business disruption. However, we believe that our planning will allow us to recover as quickly as possible.

For information please consult our website or call 1 (800) 223-3881.

Customers may reach Charles Schwab Inc., customer service directly at 1 (877) 717-5639 to receive funds due should you be unable to contact Stoever Glass Wealth Management directly.


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