Terms & Conditions

Updated: September 16, 2024​

Welcome to Summit Wealth Strategies’ Terms and Conditions. By accessing or using our website, you agree to comply with and be bound by the following Terms and Conditions. Please read them carefully. If you do not agree to these terms, you may not use our website.

  • 1. Introduction

    Summit Wealth Strategies (“we,” “us,” or “our”) provides wealth management, income strategies, and retirement strategies services. The information on this website is for informational purposes only and should not be construed as financial, legal, or tax advice. By using our website, you agree to these Terms and Conditions and acknowledge that you are of legal age to enter into binding agreements.

  • 2. Use of Website

    You agree to use this website only for lawful purposes and in a manner that does not infringe on the rights of, or restrict the use of this website by, any third party. Any unauthorized use may give rise to a claim for damages or criminal offense.

  • 3. Intellectual Property

    All content, trademarks, logos, and other intellectual property displayed on this website are the property of Summit Wealth Strategies or its licensors, unless otherwise indicated. You may not reproduce, distribute, or create derivative works from this content without express written permission from Summit Wealth Strategies.

  • 4. Disclaimer of Liability

    The information provided on this website is for general guidance only. Summit Wealth Strategies makes no warranties regarding the accuracy, completeness, or suitability of this information for any particular purpose. You acknowledge that such information may contain inaccuracies or errors, and we expressly exclude liability for any such inaccuracies to the fullest extent permitted by law.

  • 5. Investment Risk

    Investing in financial markets carries risk. Summit Wealth Strategies does not guarantee any specific financial results or outcomes from our services. You are responsible for understanding and accepting the risks involved with any investment or financial strategy.

  • 6. Third-Party Links

    Our website may contain links to third-party websites. These links are provided for your convenience. Summit Wealth Strategies does not endorse or accept responsibility for the content of external websites. Your use of such third-party websites is at your own risk.

  • 7. Privacy Policy

    Your use of our website is also governed by our Privacy Policy. By using our website, you consent to the collection and use of your personal information as outlined in our Privacy Policy.

  • 8. Changes to Terms

    Summit Wealth Strategies reserves the right to modify these Terms and Conditions at any time. Any changes will be posted on this page with an updated revision date. Your continued use of the website after any modifications signifies your acceptance of the revised terms.

  • 9. Governing Law

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

  • 10. Contact Us

    If you have any questions or concerns about these Terms and Conditions, please contact us at:

    Summit Wealth Strategies
    www.summitwealthstrategies.com
    Phone: 877-831-4441
    Email: info@summit-ws.com

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