Terms of use

This website has been prepared for informational and educational purposes only. Please readthese terms and conditions of use (“Terms”) carefully before using the website or any of theinformation or services provided by Martin Shapiro Financial Services and/or Martin Shapiro inconnection with the Website. By using the Website, you acknowledge that you have read andunderstood these Terms and accept to be legally bound by them. If you do not accept and agreeto these Terms, you are not an authorized user of the Website or any of the information orservices provided by Martin Shapiro Financial Services in connection with the Website andshould promptly terminate all use thereof. The terms “you” and “your” mean you and any entityyou may represent in connection with the use of the website. You may use your browser todownload or print a copy of these Terms for your records. Martin Shapiro Financial Servicesreserves the right to change, modify, add or remove portions of these terms at any time for anyreason. We suggest that you review these Terms periodically for changes. Such changes shall beeffective immediately upon posting. You acknowledge that by accessing our Website after wehave posted changes to these Terms, you are agreeing to these Terms as modified.

These Terms were last updated on March 9, 2023

This website and information provided are for marketing, guidance and information purposesonly.

Websites such as this are not impartial and are provided in connection with advertising andmarketing of the services offered by Martin Shapiro Financial Services and Martin Shapiro.

ImportantMartin Shapiro Financial Services and Martin Shapiro offer investment advice through RedwoodPrivate Wealth, LLC, an investment adviser registered with the Securities and ExchangeCommission under the Investment Advisers Act of 1940 with its principal supervisory office inPhoenix, Arizona. Registration with the SEC should not be construed to imply that the SEC hasapproved or endorsed qualifications or the services offered, or that its personnel possess aparticular level of skill, expertise or training. Important information and disclosures related toRedwood are available at
https://redwoodprivatewealth.com. Additional information pertainingto Martin Shapiro and/or Redwood’s registration status, its business operations, services andfees and its current written disclosure statement is available on the SEC’s Investment Adviserpublic website at
https://www.adviserinfo.sec.gov/. The views and opinions expressed here areMartin Shapiro Financial Services and Martin Shapiro’s alone and do not represent the officialviews of Redwood Private Wealth LLC or any of their affiliates. Nothing available on thisWebsite constitutes investment advice, tax or accounting advice, legal or regulatory advice or anoffer to sell or a solicitation of an offer to buy any security. This website is limited to thedissemination of general information pertaining to advisory services and may contain additionalinvestment-related information, publications, and links. Martin Shapiro Financial Services andMartin Shapiro is not an attorney or a tax professional and nothing on this website should beconsidered tax or accounting advice, legal or regulatory advice. Prior to making any investmentor financial decisions, an investor should seek individualized advice from a qualifiedprofessional that takes into account all of the particular facts and circumstances of an investor’spersonal situation.

If you are a current Client it is important to remember that it is your responsibility to notify us, inwriting, if there are any changes in your personal/financial situation or investment objectives forthe purpose of reviewing/evaluating/revising our previous recommendations and/or services, ifyou would like to impose, add, or modify any reasonable restrictions to our investment advisoryservices.

Risk DisclosureYou must be aware that different types of investments involve varying degrees of risk, and therecan be no assurance that the future performance of any specific investment or investmentstrategy including those undertaken by us will be profitable or equal any historical performancelevel(s). Information regarding investment services are provided solely to gain an understandingof our investment philosophy and our strategies and should not be construed as personalizedinvestment advice.

Conflicts of InterestCertain of our representatives are licensed insurance agents of our affiliated or non-affiliatedcompanies and, in that capacity, may recommend on a fully disclosed basis the purchase ofcertain securities or insurance-related products. These individuals are compensated for the saleof these products. The recommendation by a representative of Martin Shapiro Financial Servicesthat a client purchase a commission-based product presents a conflict of interest, as the receiptof commission may provide an incentive to recommend products based on commissions receivedrather than on a particular client’s need. No client is under any obligation to purchase anycommission-based products from a representative of Martin Shapiro Financial Services. Clientsare reminded that they may purchase insurance-related products recommended by MartinShapiro Financial Services representatives through other, non-affiliated representatives and/orcompanies.

Links to Third-Party ContentThis Website may contain additional investment-related information, Market data, articles andother content based on generally available information believed to be reliable. The website maycontain links to articles or other information that are contained on a third party website. MartinShapiro Financial Services does not endorse or accept responsibility for the content, or the useof the website. All such information is provided solely for convenience purposes only and allusers thereof should be guided accordingly. Martin Shapiro Financial Services assumes noliability for any inaccuracies, errors or omissions in or from any data or other informationprovided on the pages. Accordingly, the publication of this website on the Internet should not beconstrued by any consumer and/or prospective client as a solicitation to effect, or attempt toeffect transactions in securities, or the rendering of personalized investment advice forcompensation, over the Internet.

Social mediaWhile we may have an established presence on one or more social media pages, We are notaffiliated with Facebook, LinkedIn, Twitter, YouTube, Google+, Instagram or any other socialmedia site. It is up to you to read and understand the privacy policies and terms of service foreach social media site you participate in. We do not expressly or implicitly adopt or endorse anyof the expressions, opinions or content posted by any third parties on social media sites. We haveno control over how the social media sites or other third parties will use the information youshare. We do not control, serve, adopt or endorse any content that may be published on anysocial media site. No part of any social media site is intended to make a recommendation or statea testimonial for or about a security, service or product, or to provide investment, tax or anyother advice.

No client was compensated to follow any social media page or connect with us. The appearanceof those people that have chosen to follow or like our social media pages or connect with us doesnot constitute a testimonial for endorsement of Martin Shapiro Financial Services or itsaffiliates, or any of our services. It is not known whether such individuals approve or disapproveof our services. It’s also important to note that specific financial questions on accountinformation can’t be posted, by a client or an advisor. Due to industry regulations, please do notpost any comments on social media pages. The entire content of social media sites that weparticipate in, including third party posts, is archived to comply with securities regulations. Wedo not provide customer service or enable financial transactions through any social media site.Should any client of the firm have questions or concerns that are specific to their account(s),please contact our office directly. You should never post personal, account or transactioninformation anywhere on any social media site. As convenient as it is to message people withinsocial media, we will not be able to return messages within those social media channels. We willrespond, but will do so from our business email account.Except as prohibited by law, each client and prospective client agrees, as a condition precedentto his/her/its access to Martin Shapiro Financial Services' website to release and hold harmlessMartin Shapiro Financial Services, its officers, directors, owners, employees and agents fromany and all adverse consequences resulting from any of his/her/its actions and/or omissionswhich are independent of his/her/its receipt of personalized individual advice from MartinShapiro Financial Services. Maintaining your trust and confidence is among our highestpriorities. We recognize that protecting the privacy and security of our clients is an importantresponsibility. That is why we want you to understand how we protect your privacy when wecollect and use information about you, and the steps that we take to safeguard that information.

Learn MoreWe appreciate the time you took to learn how to connect with us online, and we look forward toproviding you with interesting industry content.If you have any questions regarding our policies, please call us at
(858) 573.1680.