Social Media Guidelines

    Pothier Wealth Management has a presence on various social media sites including Facebook, YouTube, LinkedIn and Twitter. While we have a presence on these sites, they are hosted by third parties with their own privacy policies, security policies and terms of use. We do not control or endorse any advertising, messages, content, or links published by these third parties. Pothier Wealth Management's social media sites are open to the public and may include Pothier Wealth Services employees, advisors, representatives, clients and their families. Any postings by any entity other than Pothier Wealth Management are of those persons/entities submitting them and do not necessarily reflect the position or opinion of Pothier Wealth Management. As a member of a highly regulated industry, Pothier Wealth Management reserves the right to remove any posts and block any followers.

    Pothier Wealth Management's social media sites are intended to provide general information and encourage interaction within the community. We are not providing investment or tax advice on these sites, and nothing posted by us should be construed as a recommendation to or an offer to buy any particular product or service. Additionally, while we occasionally provide links to third-party content that we believe our followers may find interesting, the linked sites are neither endorsed by nor under Pothier Wealth Management's control (unless otherwise noted) and we are not responsible for the accuracy or completeness of the content or any changes or updates made to the third-party sites.

    If you utilize Pothier Wealth Management's social media sites, we ask that you:

  • Use good judgment when posting comments. Don't post comments that can be viewed as offensive, inappropriate, defamatory, untruthful, harassing, threatening, stalking, discriminatory, abusive, or profane.
  • Do not post any personal, account, or financial information anywhere.
  • Avoid discussing specific insurance or investment products, investment advice, or trading strategies, or producers.
  • Not attach copyrighted or other protected material unless you own or control those rights.
  • Pothier Wealth Management's social media sites are not intended as a solicitation in any jurisdiction in which Pothier Wealth Management or any of its subsidiaries are not authorized to transact business. Whether you're still growing your wealth, planning for your retirement or looking to pass on your wealth to the next generation, a conversation with us is the first step in building your personalised wealth plan. The one financial partnership that goes beyond your portfolio. Our comprehensive approach to private wealth management will help you and your family enjoy your wealth today, and for generations to come.

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