Transparency starts with clear terms and conditions. At StakePro Wealth Advisors, we believe that understanding your agreement is paramount to a successful partnership. These terms outline the framework of our engagement, ensuring clarity and mutual understanding.
Last Updated: October 26, 2023
Welcome to StakePro Wealth Advisors. These Terms of Service (the "Terms") govern your access to and use of StakeProWealth.com (the "Website") and our financial advisory services. By accessing or using the Website or engaging with our services, you signify your acceptance of these Terms and our Privacy Policy.
These Terms are designed to protect both you, our valued client, and StakePro Wealth Advisors, by clearly defining our respective roles, responsibilities, and the scope of our offerings. We encourage you to read them carefully.
These Terms apply to all users of the Website and clients engaging our financial advisory services. They cover:
For any questions regarding these Terms, please do not hesitate to contact us directly.
The content, features, and functionality of the Website, including but not limited to text, graphics, logos, icons, images, audiovisual material, data compilations, software, and the compilation thereof (collectively, "Content"), are the exclusive property of StakePro Wealth Advisors or its licensors and are protected by United States and international copyright, trademark, patent, trade secret, and other intellectual property or proprietary rights laws.
You are granted a limited, non-exclusive, non-transferable, revocable license to access and use the Website for your personal and non-commercial use strictly in accordance with these Terms. You agree not to:
The Website and all Content are provided on an "as is" and "as available" basis, without any warranties of any kind, either express or implied. StakePro Wealth Advisors does not warrant that the Website will be uninterrupted, error-free, or free of viruses or other harmful components.
Our core mission is to provide sophisticated and personalized financial guidance. The terms outlined below govern the advisory relationship once you become a client of StakePro Wealth Advisors. These are supplemental to, and often integrated within, specific agreements signed directly with your advisor.
As a Registered Investment Advisor (RIA), StakePro Wealth Advisors operates under a strict fiduciary duty to our clients. This means we are legally and ethically obligated to act in your best interests at all times. Our advice is always independent and objective, free from conflicts of interest.
Key aspects of our fiduciary commitment include:
Our fee structure is transparent, clearly detailed in your advisory agreement, and designed to align our success with yours. We primarily operate on a fee-only basis, ensuring that our recommendations are solely driven by your financial well-being, not commissions.
Confidentiality is paramount. All client information and communications are treated with the utmost discretion and protected by robust security measures and strict privacy protocols, in compliance with applicable regulations.
StakePro Wealth Advisors is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC"). Registration with the SEC does not imply a certain level of skill or training. We adhere to all applicable federal and state securities laws and regulations, ensuring rigorous oversight and adherence to best practices.
Investment in securities involves risk of loss. Past performance is not indicative of future results. It is important to understand that:
For detailed information on our firm, including our fees, services, and disciplinary information, please review our Form CRS (Customer Relationship Summary) and Part 2A of Form ADV, available on the SEC's Investment Adviser Public Disclosure (IAPD) website (adviserinfo.sec.gov) or upon request.
We are dedicated to complete transparency. If anything in these terms requires further clarification, our team is here to assist you.
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