Cynosure Portfolio Advisors

Cynosure Wealth Advisors

Providing investment and wealth planning for ultra-high net worth individuals, we help clients minimize complexity and maximize opportunities.

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Legal Information, Disclaimers, and Terms of Use

Terms of Use

By accessing this website, you agree to be bound by these Terms of Use and all applicable laws and regulations. Cynosure Portfolio Advisors, LLC (“CPA”) may modify these Terms of Use at any time without prior notice. Your continued use of this website constitutes acceptance of any such changes. This website is intended for informational purposes only and is not directed to any person in any jurisdiction where such use would be contrary to local law or regulation.

Ownership of Website and Intellectual Property

This website is owned and operated by Cynosure Portfolio Advisors, LLC, a registered investment adviser and an affiliate of The Cynosure Group under common ownership. SEC registration does not imply a certain level of skill or training. All content on this website, including text, graphics, logos, and images, is the property of CPA or its licensors and is protected by applicable copyright and trademark laws.

You may view, download, and print material from this website for your personal, non-commercial use only. You may not modify, reproduce, distribute, transmit, display, publish, or create derivative works from any content on this website without prior written consent from CPA.

Restrictions on Use

You agree not to:

  • Use this website for any unlawful purpose
  • Attempt to gain unauthorized access to any portion of the website or its systems
  • Interfere with or disrupt the website’s operation or security
  • Use automated means (including scraping or crawling) to access or collect data from the website
  • Publish or transmit malicious code or harmful content

CPA reserves the right to restrict or terminate access to this website for any violation of these Terms of Use.

No Investment Advice or Offer of Securities

The information provided on this website is for general informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Nothing on this website should be relied upon as a basis for making investment decisions.

Advisory services are provided only pursuant to a written advisory agreement and in accordance with CPA’s Form ADV. Investment strategies and services may not be appropriate for all individuals. Investment advisory services involve risk, including the possible loss of principal. Past performance is not indicative of future results. Nothing on this website should be interpreted as a guarantee of results or outcomes.

CPA does not provide legal or tax advice. You should consult your own legal or tax professionals regarding your specific circumstances.

Accuracy of Information / No Reliance

While CPA strives to keep information on this website accurate and current, CPA makes no representations or warranties as to the accuracy, completeness, or timeliness of the content. Information on this website is subject to change without notice.

Third-Party Links

This website may contain links to third-party websites for convenience or informational purposes. CPA does not control, endorse, or assume responsibility for the content, security, or privacy practices of any third-party websites. Access to such websites is at your own risk.

Cookies and Website Analytics

CPA may use cookies and similar technologies to collect limited, aggregated information about website usage, such as pages visited and time spent on the site. This information is used to improve website functionality and user experience and does not identify individual users. For additional information, please refer to CPA’s Privacy Policy.

No Warranty

This website and its content are provided “as is” and without warranties of any kind, whether express or implied, to the fullest extent permitted by law. CPA does not warrant that the website will be uninterrupted, error-free, or free of viruses or other harmful components.

Limitation of Liability

To the maximum extent permitted by law, CPA shall not be liable for any direct, indirect, incidental, consequential, or special damages arising out of or related to your use of this website or reliance on its content.

Governing Law

These Terms of Use shall be governed by and construed in accordance with the laws of the State of Utah, without regard to conflict-of-law principles.

Contact Information

Cynosure Portfolio Advisors, LLC
Salt Lake City, Utah
(801) 521-3100

Cynosure Portfolio Advisors
Salt Lake City
(801) 521-3100
111 S. Main Street, Suite 2350
Salt Lake City, UT 84111
New York City
(801) 521-3100
888 7th Ave, Suite 2306
New York, NY 10106
Copyright 2026 © Cynosure Portfolio Advisors, LLC
All Rights Reserved
The information presented is general in nature and is not intended to address the circumstances of any particular individual or entity. Investment strategies and services discussed may not be appropriate for all clients. Cynosure Portfolio Advisors, LLC (“CPA”) is an affiliate registered investment adviser of The Cynosure Group. CPA is registered with the U.S. Securities and Exchange Commission; registration does not imply a certain level of skill or training. This website is provided for informational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Advisory services are provided only pursuant to a written advisory agreement and in accordance with CPA’s Form ADV. A copy of CPA’s Form ADV Part 2A and Form CRS is available atwww.adviserinfo.sec.gov. Investment advisory services involve risk, including the possible loss of principal. CPA does not provide legal or tax advice, and clients should consult their own legal or tax professionals.