Terms and Conditions

Terms and Conditions for AM Wealth Services

Effective Date: [Insert Date]

Welcome to AM Wealth Services. These Terms and Conditions (“Terms”) govern your use of our financial and wealth management services, website, and communication channels. By accessing or using our services, you agree to abide by these Terms. If you do not agree to these Terms, please refrain from using our services.

  1. Services Offered

AM Wealth Services provides financial and wealth management services to help clients achieve their financial goals. Our services include but are not limited to investment advice, retirement planning, tax optimization, and asset allocation. While we strive to provide accurate and up-to-date information, we do not guarantee the accuracy or completeness of the content and shall not be held liable for any errors or omissions.

  1. Eligibility

By using our services, you confirm that you are at least 18 years old and legally capable of entering into a binding agreement. If you are accessing our services on behalf of a company or other entity, you represent that you have the authority to bind such entity to these Terms.

  1. Client Responsibilities

a. Accuracy of Information: You agree to provide accurate, complete, and up-to-date information when using our services and to promptly update any changes.

b. Security: You are responsible for maintaining the confidentiality of your login credentials and for all activities that occur under your account. Notify us immediately if you suspect any unauthorized use of your account.

c. Compliance: You agree to comply with all applicable laws and regulations when using our services.

  1. Data Privacy

AM Wealth Services values the privacy and security of your information. Please refer to our Privacy Policy [Link to Privacy Policy] for details on how we collect, use, disclose, and safeguard your personally identifiable information (PII) and protected health information (PHI).

  1. Intellectual Property

All content, materials, and intellectual property displayed on our website or provided through our services are owned or licensed by AM Wealth Services. You are granted a limited, non-exclusive, and non-transferable license to access and use the content solely for personal, non-commercial purposes. You may not reproduce, modify, distribute, or create derivative works from our content without our express written consent.

  1. Limitation of Liability

a. AM Wealth Services will not be liable for any direct, indirect, incidental, special, or consequential damages arising from or in connection with the use of our services, website, or content.

b. We do not warrant the accuracy, reliability, or completeness of our services or content. You use our services at your own risk.

c. AM Wealth Services is not responsible for any third-party content or websites linked to or from our platform.

  1. Indemnification

You agree to indemnify and hold AM Wealth Services and its affiliates, officers, directors, employees, and agents harmless from any claims, liabilities, damages, expenses, or demands, including legal fees, arising out of your use of our services, violation of these Terms, or infringement of any third-party rights.

  1. Termination

AM Wealth Services reserves the right to suspend or terminate your access to our services at any time and for any reason, without prior notice or liability.

  1. Changes to the Terms

We may update these Terms from time to time. Any changes will be effective immediately upon posting on our website. Your continued use of our services after the posting of the revised Terms constitutes your acceptance of the changes.

  1. Governing Law and Jurisdiction

These Terms shall be governed by and construed in accordance with the laws of [Insert Jurisdiction]. Any disputes arising out of or relating to these Terms shall be subject to the exclusive jurisdiction of the courts of [Insert Jurisdiction].

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

AM Wealth Services: 2300 McDermott, Plano Texas 75025 | am@amwealthservices.com | 469-664-2324

Thank you for choosing AM Wealth Services. We look forward to helping you achieve your financial goals.

Note: The above Terms and Conditions are a general template and not specific legal advice. It is important to consult a legal professional to ensure compliance with all relevant laws and regulations