MENU

Legal

McGladrey LLP is an Iowa limited liability partnership and the U.S. member firm of RSM International, a global network of independent accounting, tax, and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities which cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party.

McGladrey Wealth Management LLC provides investment advisory services, financial planning, and other wealth management services to individuals and businesses. McGladrey Wealth Management LLC is an SEC-registered investment advisor.

Insurance services and products are offered and/or facilitated through Birchtree Financial Services LLC, a licensed insurance agency and a wholly-owned subsidiary of McGladrey Wealth Management LLC. In California, Birchtree Financial Services LLC does business as Birchtree Financial & Insurance Agency LLC.

Family Wealth Services provides wealth management services to business owners, executives, and wealthy families. The tax and accounting services offered by Family Wealth Services are provided by McGladrey LLP, a registered CPA firm. The investment advisory services, financial planning, and other wealth management services offered by Family Wealth Services are provided by McGladrey Wealth Management LLC.

Intellectual Property Information
McGladrey®, the McGladrey logo, the McGladrey Classic logo, The Power of Being Understood®, Power Comes from Being Understood®, and Experience the Power of Being Understood® are registered trademarks of McGladrey LLP.

All content on our website is protected by United States and international copyright laws. Any unauthorized copying, reverse engineering, redistribution, reproduction, publication, or modification of our website content by any person without our prior written authorization is strictly prohibited and may be a violation of federal, state, or common law, federal, state, or international trademark laws, patent laws, and/or United States or international copyright laws and may subject such a violator to legal action.

Authorized Use
McGladrey LLP and its affiliated entities ("we") authorize you to view, print, and copy the materials on this website solely for your personal, noncommercial use provided that you include with and display the associated copyright notice on any copy of all or a part of such content. No other use is permitted without our written permission.

Hyperlinks
We grant you limited and revocable permission to create a hyperlink to the home page of this website so long as (i) the hyperlink or your linking website does not portray us or any of our products or services in a false, misleading, derogatory, or otherwise offensive matter; (ii) your linking website complies with all applicable laws and does not otherwise violate the rights of others; and (iii) your linking website has, maintains, and follows a privacy policy no less protective of user data than the privacy policy of our website. We may revoke this permission at any time, with or without cause, and we reserve the right to demand removal of any hyperlink to our website. You agree that you will immediately remove a hyperlink to our website at our demand or upon your failure to meet the above referenced conditions. You may not use any of our logos or other proprietary graphics as part of the hyperlink or linking website without our express written permission. By providing you permission to hyperlink to our website, we are not granting you any rights in any of our logos or other proprietary graphics beyond the permission to display the link to identify our website.

Disclaimer of Warranties
This website and its contents contain general information, may be based on authorities that are subject to change, and is not a substitute for professional advice or services. This website and its contents do not constitute assurance, tax, consulting, business, financial, investment, legal, or other professional advice, and you should consult a qualified professional advisor before taking any action based on the information herein. McGladrey LLP, its affiliates, and related entities are not responsible for any loss resulting from or relating to reliance on this website by any person.

This website may contain references to certain laws and regulations. The application and impact of laws can vary widely based on the specific facts or circumstances involved. Given the changing nature of laws, rules, and regulations (and the inherent hazards of electronic communication), there may be delays, omissions, or inaccuracies in information contained in this website. While we attempt to ensure that the information provided on this website is current and accurate, we are not responsible for any errors or omissions or for the results obtained from the use of this information.

THIS WEBSITE IS PROVIDED "AS IS," WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING ACCURACY, TIMELINESS, AND COMPLETENESS. YOUR USE OF THIS WEBSITE IS AT YOUR OWN RISK AND YOU ASSUME FULL RESPONSIBILITY AND RISK OF LOSS RESULTING FROM SUCH USE.

IN NO EVENT SHALL WE OR ANY OF OUR DATA PROVIDERS OR ANYONE ELSE INVOLVED IN CREATING, PRODUCING, DELIVERING, OR MANAGING THE CONTENT OR OPERATIONS OF THIS WEBSITE (COLLECTIVELY, THE "WEBSITE PROVIDERS") BE LIABLE TO YOU OR TO ANY THIRD PARTY FOR ANY CLAIMS WHATSOEVER, INCLUDING, WITHOUT LIMITATION, DIRECT, INDIRECT, SPECIAL, GENERAL, EXEMPLARY, INCIDENTAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES ARISING OUT OF OR IN CONNECTION WITH THE USE OR PERFORMANCE OF THIS WEBSITE, OR INFORMATION AVAILABLE FROM THIS WEBSITE, EVEN IF YOU ADVISE A WEBSITE PROVIDER OF THE POSSIBILITY OF SUCH DAMAGES.

Certain links in this website connect to other websites maintained by third parties over whom we have no control. We are not responsible for any of these other websites or for their content (including any products or services that may be offered through these websites). We make no representations or warranties as to the accuracy of, or any other aspect relating to, other websites.