Understanding our terms
Effective Date: December 27, 2025
Welcome to the Legacy Wise Advisors, Inc. website. Please read these Terms of Use carefully. By accessing and using this website, you agree to comply with and be bound by the following terms and conditions. If you do not agree to these terms, please do not use this website.
Agreement to terms
By using this website, you agree to use it for lawful, informational purposes only, acknowledge that no professional or client relationship is created by use of the site, and understand that Legacy Wise Advisors, Inc. provides management and advisory coordination services only, not legal, tax, insurance, or investment advice.
Website use guidelines
Users are expected to use this website for lawful purposes only and not engage in any activity that interferes with the site’s operation, security, or content. Users may not attempt unauthorized access, misuse site materials, or use the website in a way that violates applicable laws or regulations.
Disclaimers and limitations of liability
• The website and its content are provided for general informational purposes only and “as is.”
• Legacy Wise Advisors, Inc. makes no warranties regarding the accuracy, completeness, or availability of the website or its content.
• Legacy Wise Advisors, Inc. is not responsible for errors, omissions, or reliance on information obtained from this website.
• Use of the website is at the user’s own risk.
• Legacy Wise Advisors, Inc. is not liable for any direct, indirect, incidental, consequential, or special damages arising from use of or inability to use the website.
• No professional, advisory, fiduciary, or client relationship is created by use of the website.
• Legacy Wise Advisors, Inc. is not responsible for the content or practices of third-party websites linked from this site.
User rights and responsibilities
• Users may access and use the website for lawful, personal, and informational purposes only.
• Users are responsible for ensuring that any information they submit is accurate and complete.
• Users must not misuse the website, attempt unauthorized access, or interfere with site functionality or security.
• Users do not acquire any ownership or rights to the website content by using the site.
• Users understand that no client, advisory, fiduciary, or professional relationship is created by use of the website.
• Users are responsible for complying with all applicable laws when using the website.
• Legacy Wise Advisors, Inc. reserves the right to update or modify website content and terms at any time.