Terms of Use

Terms of Use

These Terms of Use govern your use of the FamilyVest website and any services provided through it. By accessing and using this website, you agree to be bound by these terms. If you do not agree to these terms, please do not use this website.

Website Content

The information provided on this website is for educational and informational purposes only and should not be construed as a solicitation, offer, or advice regarding investment services. All content is provided "as is" without warranty of any kind. While we strive to provide accurate information, FamilyVest makes no representations or warranties regarding the accuracy, completeness, or reliability of the information.

Not Investment Advice

Nothing on this website constitutes investment advice, a recommendation, or an offer to buy or sell any security. Prior to engaging our services, all clients receive a copy of our Form ADV Part 2A Brochure, which contains important information about our qualifications, fees, and services. Investment advice is provided only after formal engagement and completion of our client onboarding process.

Intellectual Property

All content on this website, including text, graphics, logos, and images, is the property of FamilyVest or its content suppliers and is protected by copyright and other intellectual property laws. You may not reproduce, distribute, or transmit any content without our written permission.

Limitation of Liability

To the fullest extent permitted by law, FamilyVest shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of this website or any information contained herein, even if we have been advised of the possibility of such damages.

Past Performance

Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. Different types of investments involve varying degrees of risk. There can be no assurance that any specific investment or strategy will be suitable or profitable for a client.

Third-Party Links

This website may contain links to third-party websites. We are not responsible for the content, accuracy, or practices of these external sites. Your use of third-party websites is governed by their own terms and policies.

Governing Law

These Terms of Use are governed by the laws of the State of Florida, without regard to conflict of law principles. You agree to submit to the exclusive jurisdiction of the courts located in Okaloosa County, Florida.

Changes to Terms

We reserve the right to modify these Terms of Use at any time. Changes will be effective immediately upon posting to the website. Your continued use of this website constitutes your acceptance of any modifications.