Disclosures and Terms of Use

 

Parkway Wealth Management provides investment advisory services through Aevitas Wealth Management, Inc., a registered investment advisor.

Terms of Use
Please read these terms and conditions of use (“Terms”) carefully before using the website located at http://www.parkwaywealth.net (“Website”) or any of the information or services provided by Parkway Wealth Management (collectively “Parkway Wealth Management”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Parkway Wealth Management in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.

Parkway Wealth Management reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our website after we have posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on Feb 9, 2017.

This Website is intended to provide general information about Parkway Wealth Management and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this Website are based on generally-available information and are believed to be reliable. Parkway Wealth Management does not guarantee the accuracy of the information contained in this Website. The information is of a general nature and should not be construed as investment advice.

Please remember that it remains your responsibility to advise Parkway Wealth Management, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.

Parkway Wealth Management will provide all prospective clients with a copy of our current Form ADV Part 2A (“Disclosure Brochure”) and the Brochure Supplement for each advisory person supporting a particular client. You may obtain a copy of these disclosures on the SEC website at http://adviserinfo.sec.gov, on the Aevitas Wealth Management, Inc. Website or you may Contact Us  to request a free copy via .pdf or hardcopy.

Email Communications
Parkway Wealth Management often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Parkway Wealth Management makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Parkway Wealth Management private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

Parkway Wealth Management emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Aevitas Wealth Management, Inc. or the securities regulators.

If you have received an email from Parkway Wealth Management in error, we ask that you contact the sender and destroy the email and its contents.

For a copy of the Aevitas Wealth Management, Inc. Privacy Policy, please click here.

If you have any questions regarding our email policies, please Contact Us.