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Bridgeview Wealth, Inc.

Office: 724-940-6321

Fax: 724-940-6705

435 Swanson Lane

Wexford, PA 15090

Wealth@BridgeviewWealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Publication of information on the Bridgeview Wealth website (investment advisor representatives of Advisors Capital Management, LLC, otherwise known as “ACM”) should not be construed by any consumer or prospective client as a solicitation to effect or attempt securities transactions, or for the rendering of personalized investment advice for compensation over the Internet. Any subsequent direct communication by Bridgeview Wealth with a prospective client shall be conducted only in states where Bridgeview Wealth is registered with the Securities and Exchange Commission, or within those states where Bridgeview Wealth qualifies for an exemption or exclusion from registration. A copy of the Advisors Capital Management written disclosure statement (Form ADV), which discusses ACM`s business operation, services and fees, is available upon written request.

Visitors to the Bridgeview Wealth acknowledge that different investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client`s or prospective client`s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this website serves as the receipt of, or substitutes for, personalized individual advice from the adviser or any other professional.

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and or strategies recommended and or/purchased by adviser) or product made reference to directly or indirectly on this website, or via link to any unaffiliated third-party web site, will be profitable or equal to corresponding indicated performance levels. Moreover, client or prospective client acknowledges that information with respect to newsletters or other commentaries provided by the investment adviser may be dated and no longer reflect the opinion of the adviser.

References made to historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results.

Privacy Policy

Advisors Capital Management, LLC (ACM) as a Registered Investment Advisor, is committed to safeguarding the confidential information of its clients. We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any of the services provided by ACM. We have never disclosed information to non-affiliated third parties, except as permitted by law, and do not anticipate doing so in the future. If we were to anticipate such a change in firm policy, we would be prohibited under the law from doing so without advising you first. As you know, we use personal and financial information that you provide to us to help you meet your personal financial goals while guarding against any real or perceived infringements of your rights of privacy. Our policy with respect to personal information about you is listed below.

We limit employee and agent access to information only to those who have a business or professional reason for knowing, and only to non-affiliated parties as permitted by law. (For example, federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, or so that our firm can discuss your financial situation with your accountant or lawyer.)

We maintain a secure office and computer environment to ensure that your information is not placed at unreasonable risk.

The categories of non-public personal information that we collect from a client depend upon the scope of the client engagement. We collect personal information that you provide to us on applications, other forms and in interviews. In addition, we maintain information about your transactions with us, including balances, positions, and history, and may include your name or other data in an internal client list that reflects your activities with ACM.

For unaffiliated third parties that require access to your personal information, including financial service companies, consultants, and auditors, we also require strict confidentiality in our agreements with them and expect them to keep this information private. Federal and state regulators also may review firm records as permitted under law.

We do not provide your personally identifiable information to mailing list vendors or solicitors for any purpose.

Personally identifiable information about you will be maintained during the time you are a client, and for the required time thereafter that such records are required to be maintained by federal and state securities laws, and consistent with the CFP Board Code of Ethics and Professional Responsibility. After this required period of record retention, all such information will be destroyed. If you have any questions or concerns about our Privacy Policy, please contact us at 201-447-3400. Thank you.