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Terms and Conditions 

Terms & Conditions

Last updated: December 17, 2025

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Welcome to Wealthlynk, Inc. (“Wealthlynk,” “we,” “our,” or “us”). These Terms & Conditions (“Terms”) govern your access to and use of our website, content, and communication tools (collectively, the “Site”), and describe important limits and disclosures that apply to your use of the Site. By accessing or using the Site, you agree to these Terms and our Privacy Policy.

If you become a client, your relationship with Wealthlynk will also be governed by one or more written advisory agreements and our Form ADV and Form CRS. If these Terms conflict with a signed advisory agreement, the advisory agreement controls for that client relationship.

 

1) Who We Are and Regulatory Notices

 

2) Site Purpose and No Personalized Advice

  • The Site provides general, educational information about our services.

  • Nothing on the Site constitutes individualized investment, tax, accounting, or legal advice. Do not make financial decisions based solely on Site content.

  • No content on the Site is an offer to sell or a solicitation of an offer to buy any security or advisory service.

 

3) Eligibility and Acceptable Use

By using the Site, you represent that you are at least the age of majority in your state of residence and will use the Site lawfully and consistent with these Terms. You agree not to:

  • Interfere with or disrupt the Site or its security features

  • Attempt to gain unauthorized access to any part of the Site or our systems

  • Use any automated means to access or scrape content without our prior written permission

 

4) Accounts and Security (if enabled)

Some features may require an account. You agree to:

  • Provide accurate and current information

  • Maintain the confidentiality of your credentials and promptly notify us of any unauthorized use

  • Accept responsibility for all activities under your account

We may disable or suspend access for suspected fraud, security risk, or violation of these Terms.

 

5) Privacy; California Privacy Rights

Your privacy is important to us. Our Privacy Policy explains what we collect and how we use and safeguard personal information.

  • California residents: You may have rights under the California Consumer Privacy Rights Act (CPRA), including to know, delete, and correct personal information, and to limit the use/disclosure of sensitive personal information. See our Privacy Policy and our “Do Not Sell or Share My Personal Information” page for details.

  • We honor browser‑based opt‑out signals such as Global Privacy Control (GPC).

  • Notice at Collection is presented at or before points of data collection on the Site.

 

6) Text Messaging (SMS) and Electronic Communications

If you opt in to receive SMS/text messages or other electronic communications from us:

  • Consent is not a condition of advisory services or any purchase.

  • Message frequency may vary; message and data rates may apply.

  • You may revoke consent at any time by replying STOP or by contacting us through any reasonable method listed in the Contact section. Reply HELP for help.

  • Keep your contact information current to ensure you receive important communications.

  • By providing an email address or phone number, you consent to receive communications in electronic form, subject to your rights to revoke as described above.

 

7) Intellectual Property and License

  • The Site, including text, graphics, logos, images, video, software, and other materials, is owned by or licensed to Wealthlynk and protected by copyright, trademark, and other laws.

  • We grant you a limited, nonexclusive, nontransferable license to access and use the Site for personal, noncommercial purposes, subject to these Terms.

  • You may not copy, modify, reverse engineer, distribute, or create derivative works from the Site without our prior written consent.

 

8) Third‑Party Content, Links, and Tools

The Site may reference or link to third‑party websites, content, calculators, or tools for convenience and educational purposes.

  • We do not control or endorse third‑party sites and are not responsible for their content, accuracy, or practices.

  • Use third‑party tools at your own risk and review their terms and privacy policies.

 

9) Market, Performance, and Forward‑Looking Statements

  • Any market data, charts, case studies, or performance references on the Site are illustrative.

  • Past performance does not guarantee future results. Investing involves risk, including loss of principal. Account values fluctuate and securities, when sold, may be worth more or less than their original cost.

  • No investment strategy can guarantee success or eliminate the risk of loss.

 

10) No Warranties; Site Availability

The Site and all content are provided “AS IS” and “AS AVAILABLE” without warranties of any kind, express or implied. We do not warrant that:

  • The Site will be uninterrupted, timely, secure, or error‑free

  • Content will be accurate, complete, or current

  • Defects will be corrected or the Site will be free of viruses or harmful components

You are responsible for implementing safeguards to protect your devices and data.

 

11) Limitation of Liability

To the maximum extent permitted by law, Wealthlynk and its affiliates, officers, directors, employees, and agents will not be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, or for any loss of profits, revenues, data, goodwill, or other intangible losses, arising out of or related to your use of or inability to use the Site, even if advised of the possibility of such damages.

In all cases, our aggregate liability for claims relating to the Site will not exceed one hundred dollars (USD $100). Some jurisdictions do not allow certain limitations; in those cases, the above limitations may not apply to you.

 

12) Indemnification

You agree to indemnify, defend, and hold harmless Wealthlynk and its affiliates, officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorneys’ fees) arising out of or related to your violation of these Terms or misuse of the Site.

 

13) Changes to the Site and to These Terms

We may update the Site and these Terms from time to time. If we make material changes, we will post the updated Terms on this page with a new “Last updated” date. Changes are effective when posted unless otherwise stated. Your continued use of the Site after changes are posted constitutes acceptance of the revised Terms.

 

14) Governing Law; Venue

These Terms are governed by the laws of the State of California, without regard to conflict‑of‑law principles. You agree to the exclusive jurisdiction and venue of the state and federal courts located in San Diego County, California, for any dispute arising out of or relating to these Terms or the Site.

 

15) Severability; Waiver; Assignment

  • If any provision of these Terms is found unenforceable, the remaining provisions remain in full force and effect.

  • Our failure to enforce any provision is not a waiver of our right to do so later.

  • You may not assign or transfer these Terms without our prior written consent. We may assign these Terms as part of a merger, acquisition, or other corporate transaction.

 

16) Force Majeure

We are not liable for delays or failures to perform caused by events beyond our reasonable control, including acts of God, natural disasters, power or internet outages, labor disputes, or governmental actions.

 

17) Contact; Notices; Accessibility

  • General inquiries: julia.routh@wealthlynk.com | 760-621-4471

  • Privacy requests: julia.routh@wealthlynk.com | 760-621-4471

  • Mailing address: Wealthlynk, Inc., 1615 S. Mission Rd. Suite A. Fallbrook, CA 92028

We strive to make our Site accessible to all users. If you experience difficulty accessing content, please contact us so we can provide reasonable accommodations.

 

18) Additional Disclosures for Financial Institutions

  • Accounts are held at Altruist Financial LLC, Member FINRA/SIPC. Wealthlynk, Inc. is independently owned and not affiliated with Altruist.

  • Investment and insurance products: NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY GOVERNMENT AGENCY | NO BANK GUARANTEE | MAY LOSE VALUE

 

19) Cross‑References

Please also review:

CONTACT US

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  • Notice at Collection (California): We collect the personal information you provide to contact you, schedule consultations, and deliver advisory services.

  • Categories collected: identifiers (name, email, phone), professional info, message details; optional financial profile info if provided.

  • Purposes: respond to inquiries, provide service information, schedule meetings, site analytics.

  • Retention: kept as needed for the purpose collected and legal/recordkeeping obligations.

  • Sale/Share: We do not sell or share personal information as defined by CPRA. If that changes, we will update this notice and provide opt‑out choices.

  • Your rights (CA): know, delete, correct, limit sensitive PI. Exercise rights via, julia.routh@wealthlynk.com, or (760) 621-4471. We honor Global Privacy Control (GPC) signals.

  • SMS consent checkbox (optional): Consent is not a condition of advisory services. Msg/data rates may apply. Reply STOP to opt out; you may also revoke by any reasonable method.

  • By submitting, you acknowledge our Privacy Policy and Terms.

WEALTHLYNK INC.

1615 South Mission Road, Suite A

Fallbrook, CA 92028

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© 2023 Wealthlynk Inc. All rights reserved.

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Important Website Disclosure

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Wealthlynk, Inc. is a state‑registered investment adviser located in Fallbrook, California. Registration with the California Department of Financial Protection and Innovation does not imply a certain level of skill or training.

 

Client accounts are held at Altruist Financial LLC, Member FINRA/SIPC.

 

Wealthlynk, Inc. is independently owned and not affiliated with Altruist.

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Wealthlynk, Inc. provides advisory services only to residents of jurisdictions where we are appropriately registered, notice‑filed, or otherwise exempt from registration. This website is intended solely to provide general information about our services and to offer access to additional investment‑related resources. Nothing on this site should be interpreted as a solicitation to effect securities transactions or as the rendering of personalized investment advice for compensation over the Internet.

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Any subsequent, direct communication with a prospective client will be conducted by a representative who is properly registered, notice‑filed, or exempt in the state in which the prospective client resides. Information about Wealthlynk, Inc.’s registration status and disciplinary history is available from state securities regulators and on the Investment Adviser Public Disclosure (IAPD) website. Our current Form CRS and Form ADV Part 2 (Firm Brochure and Brochure Supplement) are available upon request.

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Third‑party information and external links are provided for convenience and educational purposes only. Wealthlynk, Inc. does not guarantee the accuracy, completeness, timeliness, or suitability of information prepared by unaffiliated third parties and assumes no responsibility for any such content.

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This material is for educational and informational purposes only and should not be construed as individualized investment, tax, or legal advice. You should consult a qualified financial, tax, or legal professional regarding your unique circumstances before making any decision. Nothing herein constitutes an offer to sell or a solicitation of an offer to buy any security or advisory service.

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References to performance, projections, or illustrative scenarios are historical or hypothetical and are not guarantees of future results. Investing involves risk, including the possible loss of principal. Account values fluctuate with market conditions, and securities, when sold, may be worth more or less than their original cost. Past performance does not guarantee future results.

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No investment strategy can guarantee success or eliminate the risk of loss.

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Investment and Insurance Products

| NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY GOVERNMENT AGENCY | NO BANK GUARANTEE | MAY LOSE VALUE |

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