Palatino Wealth Advisors -  Terms of Use

​​1. Informational Purpose Only

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Palatino Wealth Advisors is not yet registered as an investment adviser with the California Department of Financial Protection and Innovation. Until registration is effective, Palatino does not offer or provide investment advisory or financial planning services or accept fees for them, and no advisory or client relationship is created by using the Site or submitting information through it.​

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Content on the Site is for general informational and educational purposes only. It is not investment, tax or legal advice, and it is not a recommendation to buy or sell any security or follow any strategy. Examples on the Site are hypothetical or illustrative and do not represent the results of any client.

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2. Financial Integrity Score

 

The Financial Integrity Score is an educational tool. Its results depend entirely on the information you enter. They are not investment, tax or legal advice, a recommendation or a prediction of future results, and taking the Score does not make you a client of Palatino. Please do not enter account numbers, Social Security numbers or passwords. How your answers are stored and used is described in our Privacy Policy.

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3. Intellectual Property

 

All content on the Site, including text, graphics, logos and the names of Palatino's services and tools (such as Blueprint Design, Stewardship and the Financial Integrity Score), is owned or licensed by Palatino Wealth Advisors and protected by copyright and trademark laws. You may not copy, reproduce, distribute or create derivative works from any content without our prior written consent, except that you may view and print pages for your own personal, non-commercial use.​

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4. Use of the Site

 

You agree to use the Site only for lawful purposes. You may not:

• violate any applicable local, state or federal law or regulation

• attempt to gain unauthorized access to the Site or any related system or data

• use the Site to send unsolicited promotional material or spam

• interfere with the operation or security of the Site

 

We may restrict or end access to the Site at any time.​

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5. Third-Party Links

 

The Site may link to third-party websites or services for convenience. A link does not mean we endorse or are affiliated with the third party. We are not responsible for the content, accuracy or privacy practices of third-party sites.​​

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6. No Warranties​

 

The Site and its content are provided "as is" and "as available." We make no representations or warranties, express or implied, about the accuracy, completeness or reliability of the content, and information may change without notice.​

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7. Limitation of Liability​

 

To the fullest extent permitted by law, Palatino Wealth Advisors and its owner are not liable for any indirect, incidental, consequential or punitive damages arising from your use of the Site or reliance on its content. Nothing in these Terms waives or limits any right you may have under federal or state securities laws, or any duty Palatino owes to its clients.

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8. Changes to these Terms​

 

We may update these Terms from time to time. The Effective Date at the top of this page shows the latest version. Your continued use of the Site after a change means you accept the updated Terms.

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9. Governing Law

 

These Terms are governed by the laws of the State of California, without regard to its conflict-of-law rules. Any dispute about these Terms or the Site will be resolved exclusively in the state or federal courts located in Contra Costa County, California.

 

10. Contact

 

Palatino Wealth Advisors, 663 Bourne Ct, Danville, CA 94506 help@palatinowealth.com​

 

For how we collect and use information, please see our Privacy Policy.​​