Legal Disclosures & Compliance Notice

These Terms and Conditions govern your use of the LegacyBridge Wealth website.

By accessing or using this website, you agree to comply with these terms. If you do not agree, please discontinue use of the website.

Website Purpose

The content provided on this website is for informational and educational purposes only.

Information presented on this website is intended to provide general insights regarding financial planning, estate planning coordination, and wealth management strategies.

Nothing on this website should be interpreted as personalized financial, investment, tax, or legal advice.

Visitors should consult qualified financial, tax, or legal professionals before making financial decisions.

No Client Relationship

Use of this website, including submitting forms, running planning assessments, or requesting information, does not establish a client, advisory, fiduciary, or professional relationship with LegacyBridge Wealth.

A formal advisory relationship is established only through written agreements and proper onboarding procedures.

Financial and Investment Risk Disclaimer

All investments involve risk, including the potential loss of principal.

Past performance does not guarantee future results. Any examples, strategies, or scenarios described on the website are provided for informational purposes only.

Estate and Tax Planning Coordination

LegacyBridge Wealth provides financial planning and wealth advisory services and may coordinate with independent tax professionals or estate planning attorneys where appropriate.

LegacyBridge Wealth does not provide legal or tax advice unless explicitly stated through a formal professional engagement.

Accuracy of Information

We strive to provide accurate and current information. However, financial regulations, tax laws, and market conditions change over time.

LegacyBridge Wealth does not guarantee the completeness or accuracy of information presented on the website.

Third-Party Links

Our website may contain links to third-party websites for informational convenience. LegacyBridge Wealth does not control or assume responsibility for the content or practices of external websites.

Intellectual Property

All content on this website, including text, branding, graphics, and design elements, is the property of LegacyBridge Wealth unless otherwise noted.

Content may not be copied, reproduced, or distributed without permission.

Limitation of Liability

LegacyBridge Wealth shall not be liable for any direct or indirect damages resulting from the use of this website or reliance on information provided on the website.

Changes to Terms

We reserve the right to modify or update these Terms and Conditions at any time. Continued use of the website after updates indicates acceptance of the revised terms.

Governing Law

These Terms and Conditions shall be governed by the applicable laws of the jurisdiction in which LegacyBridge Wealth operates.

Contact Information

For questions regarding these Terms and Conditions, please contact:

LegacyBridge Wealth
7393 Hodgson Memorial Drive
Email: info@legacybridgewealth.com
Phone: (912) 483-0452