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Terms and Conditions 

Terms & Conditions

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A legal disclaimer

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Effective Date: March 19, 2024

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Welcome to Wealthlynk Inc. These Terms and Conditions ("Terms") govern your use of our wealth management services ("Services"), website, and any communication tools, including SMS, used in the course of providing our Services. By accessing or using our Services, you agree to be bound by these Terms.

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1. Services Offered

Wealthlynk Inc. provides personalized wealth management and financial planning services, including but not limited to investment advice, financial goal setting, and portfolio management.

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2. Use of Services

You agree to use our Services for lawful purposes only and in a manner consistent with these Terms and any other policies posted by Wealthlynk Inc.

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3. Account Registration and Security

To access certain features of our Services, you may need to create an account. You agree to provide accurate, current, and complete information during the registration process and to update such information to keep it accurate, current, and complete.

 

4. Privacy

Your privacy is important to us. Our Privacy Policy, incorporated herein by reference, explains how we collect, use, and share information about you.

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5. SMS Communications

By providing your mobile number, you consent to receive SMS messages from Wealthlynk Inc. for appointment reminders, alerts, and marketing messages. You may opt out of SMS communications at any time by replying STOP.

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6. Intellectual Property

All content, trademarks, services marks, and other intellectual property owned by Wealthlynk Inc. or its licensors used in connection with the Services are the property of Wealthlynk Inc. or its licensors and protected by copyright and other intellectual property laws.

 

7. Limitation of Liability

Wealthlynk Inc. shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses, resulting from your access to or use of or inability to access or use the Services.

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8. Termination

Wealthlynk Inc. may terminate or suspend your access to the Services immediately, without prior notice or liability, for any reason whatsoever, including without limitation if you breach the Terms.

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9. Changes to Terms

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. We will provide notice of any changes by posting the updated Terms on our website.

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10. Governing Law

These Terms shall be governed and construed in accordance with the laws of California without regard to its conflict of law provisions.

 

11. Contact Us

If you have any questions about these Terms, please contact us at julia.routh@wealthlynk.com.

CONTACT US

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WEALTHLYNK INC.

1615 South Mission Road, Suite A

Fallbrook, CA 92028

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© 2023 Wealthlynk Inc. All rights reserved.

 

 

​Wealthlynk Inc. is a registered investment adviser located in Fallbrook, California. Wealthlynk Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Wealthlynk Inc. web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Wealthlynk Inc. web site on the Internet should not be construed by any consumer and/or prospective client as Wealthlynk Inc. solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Wealthlynk Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Wealthlynk Inc., please contact the state securities regulators for those states in which Wealthlynk Inc. maintains a registration filing. A copy of Wealthlynk Inc. current written disclosure statement discussing Wealthlynk Inc. business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Wealthlynk Inc. upon written request. Wealthlynk Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Wealthlynk Inc. web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.

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Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.

 

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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