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Terms and Conditions of Use

 

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Effective Date: July 8, 2026

 

Welcome to the website of The Wealth Syndicate LLC ("Company," "we," "us," or "our"). These Terms and Conditions ("Terms") govern your access to and use of our website, digital platforms, and any online content, tools, or materials provided by us (collectively, the "Site").

 

By accessing or using this Site, you agree to be bound by these Terms. If you do not agree, you must immediately cease using the Site.

 

1. No Financial, Investment, or Legal Advice

  • Informational Purposes Only: All content, tools, blogs, calculators, and materials on this Site are provided for general educational and informational purposes only.

  • No Personalized Advice: Nothing on this Site constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments.

  • Consult a Professional: Content on this Site does not substitute for personalized financial planning, tax planning, or legal advice from a qualified professional who is aware of your specific facts and circumstances.

 

2. No Advisor-Client Relationship Created

  • Communication Limitations: Use of this Site, including submitting a contact form, scheduling an initial consultation, or downloading free guides, does not establish a fiduciary or advisor-client relationship with The Wealth Syndicate LLC.

  • Formal Agreement Required: A formal advisory relationship is only established after both parties sign a written Investment Advisory Agreement or Financial Planning Agreement and all required regulatory disclosures (including Form ADV) are delivered.

 

3. Regulatory Disclosures & Jurisdiction

  • Geographic Limitation: The Wealth Syndicate LLC is a financial advisory firm based in Silver Spring, Maryland.

  • Registration Availability: We only transact business in states where we are properly registered, notice filed, or excluded/exempt from registration requirements.

  • Governing Law: These Terms, and any dispute arising from your use of this Site, shall be governed by and construed in accordance with the laws of the State of Maryland, without regard to its conflict of law principles.

 

4. Intellectual Property Rights

  • Proprietary Content: The Site and its entire contents (including text, graphics, logos, calculators, and software) are the property of The Wealth Syndicate LLC and are protected by United States copyright, trademark, and intellectual property laws.

  • Limited License: You are granted a limited, non-exclusive, non-transferable license to view and print Site materials for personal, non-commercial use only. You may not modify, copy, distribute, or reproduce any content without our prior written consent.

 

5. Third-Party Links and Portals

  • Convenience Links: For your convenience, this Site may provide links to external client portals, custodians, or third-party platforms (such as Charles Schwab, Vanguard, or financial planning software).

  • No Liability for Third Parties: We do not control, endorse, or guarantee the accuracy, completeness, or security of content on third-party sites. Your use of external platforms is subject to the terms and privacy policies of those respective third parties.

 

6. Limitation of Liability and Disclaimers

  • As-Is Basis: This Site is provided on an "as-is" and "as-available" basis without warranties of any kind, either express or implied, including warranties of merchantability or fitness for a particular purpose.

  • Errors and Omissions: We do not warrant that the Site will be error-free, uninterrupted, or free of viruses. The Wealth Syndicate LLC is not liable for any direct, indirect, incidental, or consequential damages arising out of your use of, or inability to use, this Site.

 

7. Privacy Policy

  • Data Protection: Your use of the Site is also governed by our Privacy Policy, which details how we collect, protect, and use your personal information in compliance with the Gramm-Leach-Bliley Act (GLBA) and applicable financial privacy regulations.

 

8. Changes to These Terms

  • Modifications: We reserve the right to modify these Terms at any time without prior notice. Any changes will be posted directly to this page with an updated "Effective Date." Your continued use of the Site after changes are posted constitutes acceptance of those modifications.

 

9. Contact Information

 

If you have any questions or concerns regarding these Terms, please contact us at:

The Wealth Syndicate LLC
Silver Spring, Maryland

202.486.6689


Compliance Department Email: dewayne@thewealthsyndicate.com

Disclaimer: This text is a general website Terms and Conditions template customized for informational purposes. Because financial advisory firms are heavily regulated by the SEC, FINRA, and state regulators, you should have a qualified securities compliance attorney or professional review this document alongside your Form ADV before publishing it.

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