Legal Entities and Services Information
RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent audit, 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 for those of any other party.
RSM US Wealth Management LLC is a limited liability company that provides investment advisory services, financial planning, and other wealth management services to individuals and businesses. RSM US Wealth Management LLC is an SEC-registered investment advisor.
Insurance services and products are offered and/or facilitated through RSM US Insurance Agency Services LLC, a licensed insurance agency and wholly-owned subsidiary of RSM US LLP. Previously, insurance services and products were offered and/or facilitated through Birchtree Financial Services LLC (“Birchtree”), a licensed insurance agency and a wholly-owned subsidiary of RSM US Wealth Management LLC. In California, Birchtree did business as Birchtree Financial & Insurance Agency LLC. Birchtree is in the process of winding down and transitioning its activities to RSM US Insurance Agency Services LLC.
RSM US Insurance Agency Services LLC has contracted with independent insurance advisors to assist RSM US Insurance Agency Services LLC, in certain instances, to provide onsite client educational support, including assistance with product information delivery from the agency and completing policy applications. Clients of RSM US Insurance Agency Services LLC should only rely on written insurance recommendations provided directly from RSM US Insurance Agency Services LLC.
RSM US’ private client services professionals provide wealth management services to business owners, executives, and wealthy families. The tax and accounting services offered by RSM US’ private client services professionals are provided by RSM US LLP, a registered CPA firm. The investment advisory services, financial planning, and other wealth management services offered by RSM US’ private client services professionals are provided by RSM US Wealth Management LLC.
Intellectual Property Information
RSM®, RSM US, the RSM logo®, design marks commonly referred to as the “progress bars design” ™, THE POWER OF BEING UNDERSTOOD®, EXPERIENCE THE POWER OF BEING UNDERSTOOD®, the FIRSTCHOICE ADVISOR JOURNEY logo ®, GROWTH CHAMPIONS®, RSM CLASSIC®, design marks commonly referred to as “the golf greens and pennant design”®, RSM US ALLIANCE, ADVANCECPA®, the ADVANCECPA! logo®, FIRM FOUNDATION®, RAPID ASSESSMENT®, FI CONNECT®, CLEARthru® and WINNING IN TEAMS®, are trade names, trademarks and/or service marks of RSM US or RSM International Association. These names and marks may not be used in connection with any unauthorized product or service or in any manner that is likely to cause confusion among consumers, or to disparage or discredit RSM US or RSM International Association. All other trade names, trademarks and service marks not owned by RSM US or RSM International Association that appear on this site are the property of their respective owners, who may or may not be affiliated with, connected to, or sponsored by RSM US or RSM International Association. You may not use, copy, modify or display any of the trade names, trademarks, or service marks appearing on the site without the express written permission of the respective owner thereof.
All content contained on this website, including, but not limited to, works of authorship, software, design, text, graphics, photos, logos, button icons, audio clips, digital downloads, images and data compilations; any improvements or modifications to such content; any derivative works based thereon; and the collection, arrangement and assembly of all content on this site, are the property of RSM US or RSM International Association and are protected by United States and international copyright and other intellectual property laws.
RSM US authorizes you to view, print, and copy the materials on this website solely for your personal, noncommercial use, provided that no copyright, trademark and/or service mark notices or disclaimers therein are excluded, modified or obscured on any copy of all or a part of such content.
You agree you will not interfere, in any way, with others’ use of or access to the site and will not attempt to gain unauthorized access to the computer system of any other site user. You further agree not to take any other action in connection with your use of the site which violates any applicable local, state, national or international law, rule, regulation or order of any court.
You agree that you will not use any robot, spider or other automatic device, manual process or application or data mining or extraction tool to access, monitor, copy or use the site. You also agree not to take any other action that imposes an unreasonable or disproportionately large load on the site.
Except as expressly provided herein, you may not use, download, upload, reproduce, copy, duplicate, print, display, perform, republish, sell, license, post, broadcast, perform, transmit, disseminate, redeliver using “framing technology,” otherwise distribute, or commercially exploit in any way, the site or any portion thereof or any information or content on the site, without the prior written permission of RSM US.
Disclaimer of Warranties and Limitation of Liability
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. Neither RSM US nor any related entities are 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, INCLUDING ALL CONTENT HEREOF, IS PROVIDED ON AN "AS IS," “AS AVAILABLE” BASIS, WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING IMPLIED WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENT. WITHOUT LIMITING THE GENERALITY OF THE FOREGOING, WE DO NOT REPRESENT OR WARRANT THAT ANY CONTENT ON THIS SITE IS AVAILABLE, ACCURATE, TIMELY OR COMPLETE, AND ARE NOT RESPONSIBLE FOR ANY ERRORS OR OMISSIONS THEREIN OR ANY CONSEQUENCES RESULTING FROM YOUR RELIANCE ON SUCH CONTENT. FURTHER, WE MAKE NO REPRESENTATIONS OR WARRANTIES THAT THIS SITE WILL BE UNINTERRUPTED, SECURE OR FREE OF ERRORS OR OTHER HARMFUL COMPONENTS. YOUR USE OF THIS WEBSITE AND ITS CONTENT IS AT YOUR OWN RISK AND YOU ASSUME FULL RESPONSIBILITY AND RISK OF LOSS RESULTING FROM SUCH USE.
TO THE EXTENT PERMISSIBLE UNDER APPLICABLE LAW, IN NO EVENT SHALL WE OR ANY OF OUR SERVICE PROVIDERS OR LICENSORS OR ANYONE ELSE INVOLVED IN CREATING, PRODUCING, DELIVERING, OR MANAGING THE CONTENT OR OPERATIONS OF THIS WEBSITE (COLLECTIVELY, THE "RSM US PARTIES") 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 OR ANY INABILITY TO ACCESS OR USE THE SITE OR ANY OF ITS CONTENT, EVEN IF YOU ADVISE ANY RSM US PARTY OF THE POSSIBILITY OF SUCH DAMAGES, AND REGARDLESS OF THE FORM OF ACTION, WHETHER IN CONTRACT, TORT OR OTHERWISE.
CERTAIN STATE LAWS DO NOT PERMIT LIMITATIONS ON IMPLIED WARRANTIES OR THE EXCLUSION OR LIMITATION OF CERTAIN TYPES OF DAMAGES, AND THUS SOME OR ALL OF THE DISCLAIMERS, EXCLUSIONS OR LIMITATIONS SET FORTH ABOVE MAY NOT APPLY TO YOU.
Third Party Sites
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), and our display of any link to such third party sites does not imply our endorsement of the linked site or any content thereof. We make no representations or warranties as to the accuracy of, or any other aspect relating to, other websites, or their privacy practices or policies. IN NO EVENT WILL WE OR OTHER RSM US PARTIES BE LIABLE, DIRECTLY OR INDIRECTLY, TO ANYONE FOR ANY DAMAGES OR LOSSES ARISING FROM OR RELATING TO ANY USE OR RELIANCE ON ANY PRODUCTS, SERVICES, OR OTHER CONTENT RELATING TO ANY LINKED WEBISTE OR THE OWNER OR OPERATOR THEREOF.
Modification or Discontinuance of the Site by RSM US
At any time, without notice to you, and for any or no reason, RSM US may modify or discontinue the site or any content thereof. RSM US shall in no way be held liable for any consequence which results from RSM US’ decision to modify or discontinue providing the site or any content thereof.
Denial of Access
RSM US may prohibit you from using or accessing the site, in whole or in part, for any or no reason, at any time, in its sole discretion, without notice to you.
Notice and Procedure for Making Claims of Intellectual Property Infringement
RSM US respects the intellectual property rights of others. If you believe that any content on this site may infringe your copyrights or other intellectual property rights, please provide RSM US the written information specified below. Please note that this procedure is exclusively for notifying RSM US that your intellectual property rights have been infringed.
- An electronic or physical signature of the person authorized to act on behalf of the owner of the intellectual property interest;
- A description of the intellectual property right that you claim has been infringed;
- A description of where the material that you claim is infringing is located on the site;
- Your address, telephone number, and e-mail address;
- A statement by you that you have a good faith belief that the disputed use is not authorized by the intellectual property owner, its agent, or the law;
- A statement by you, made under penalty of perjury, that the above information in your notice is accurate and that you are the intellectual property owner or authorized to act on the intellectual property owner’s behalf.
RSM US’ agent for notice of claims of copyright infringement or other intellectual property infringement on the site can be reached as follows:
Intellectual Property Agent
RSM US LLP
200 South Wacker Drive
Chicago, Illinois 60606
Phone: (312) 207-1122