201.595.9600

General Information

Disclosures

This page provides important legal and regulatory information regarding the services and representations of Legacy Trust & Capital Partners.

Legal
Legacy TCP Legal Services, LLC (hereafter “Legacy Legal”) operates solely in the capacity of legal counsel. Any advice, consultation, or services provided related to insurance, accounting, wealth management, or any other field outside the scope of legal practice are not offered through Legacy Legal. Clients are encouraged to seek appropriate professional guidance for such matters. Legacy Legal accepts no liability for any reliance on or consequences arising from non-legal advice or services obtained from external providers.

All communications between clients and Legacy Legal are subject to attorney-client privilege and confidentiality to the extent permitted by law. However, confidentiality may not apply in certain circumstances, such as disclosures required by law or court order. Engaging with Legacy Legal does not create an attorney-client relationship unless expressly agreed to in writing. Any information provided prior to such an agreement is not considered confidential or privileged.

This disclosure is for informational purposes only and does not constitute legal advice. Laws and regulations may change, and clients should consult directly with an attorney for specific legal guidance regarding their situation. Legacy Legal assumes no responsibility for actions taken based on the information provided herein.

Financial
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Genesis Financial Group, LLC dba Legacy TCP Advisory Services, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Genesis Financial Group, LLC dba Legacy TCP Advisory Services, a Registered Investment Advisor with the SEC.

All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for your specific financial decisions.

Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

The inclusion of any link is not an endorsement of any products or services by Genesis Financial Group, LLC, dba Legacy TCP Advisory Services. All links have been provided only as a convenience. These include links to websites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another website, you are subject to the privacy of that new site.

When you follow a link to one of these sites neither Genesis Financial Group, LLC dba Legacy TCP Advisory Services, nor any agency, officer, or employee warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

Genesis Financial Group, LLC dba Legacy TCP Advisory Servcies is a Registered Investment Advisor registered with the Securities and Exchange Commission (SEC). Registration as an investment adviser does not imply a certain level of skill or training.

The information contained in this material is intended to provide general information about Genesis Financial Group, LLC dba Legacy TCP Advisory Services and its services. It is not intended to offer investment advice. Investment advice will only be given after a client engages our services by executing the appropriate investment services agreement. Information regarding investment products and services is provided solely to read about our investment philosophy and our strategies. You should not rely on any information provided on our web site in making investment decisions.

Market data, articles and other content in this material are based on generally available information and are believed to be reliable. Genesis Financial Group, LLC dba Legacy TCP Advisory Services does not guarantee the accuracy of the information contained in this material.

Genesis Financial Group, LLC dba Legacy TCP Advisory Serccies will provide all prospective clients with a copy of our current Form ADV, Part 2A (Disclosure Brochure) prior to commencing an advisory relationship. However, at any time, you can view our current Form ADV, Part 2A at adviserinfo.sec.gov. In addition, you can contact us to request a hardcopy.