Palatino Wealth Advisors - Terms of Use
Effective Date: October 29, 2025
Effective Date: October 29, 2025Welcome to Palatino Wealth Advisors LLC (“Palatino,” “we,” “us,” or “our”). By accessing or using this website (the “Site”), you agree to comply with and be bound by the following Terms of Use. If you do not agree, please do not use this Site.
1. Informational Purpose Only
Palatino Wealth Advisors LLC is in the process of registering as a Registered Investment Adviser in the State of California.
Until registration is complete, no investment advisory or financial planning services are being offered, and no advisory relationship is established by accessing this Site or submitting information through it.
The content provided on this Site is for informational and educational purposes only and should not be construed as investment, legal, or tax advice.
2. Intellectual Property
All content on this Site — including text, graphics, trademarks, logos, and proprietary frameworks such as Palatino Blueprint™, Wealth + Wellness Review™, Impact Scorecard™, and related materials — are owned or licensed by Palatino Wealth Advisors LLC and protected by copyright and trademark laws.
You may not copy, reproduce, distribute, or create derivative works from any content without prior written consent.
3. Use of the Site
You agree to use this Site only for lawful purposes and in accordance with these Terms. You may not:
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Violate any applicable local, state, or federal laws or regulations.
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Attempt to gain unauthorized access to any systems or data.
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Use the Site to distribute unsolicited promotional materials or spam.
Palatino reserves the right to restrict or terminate access to the Site at any time.
4. Third-Party Links
This Site may include links to third-party websites or services for informational purposes. These links do not imply any endorsement or affiliation. Palatino is not responsible for the accuracy, content, or privacy practices of third-party sites.
5. No Warranties
The Site and all content are provided on an “as is” and “as available” basis. Palatino makes no representations or warranties, express or implied, regarding the accuracy, completeness, or reliability of any content on the Site.
6. Limitation of Liability
To the fullest extent permitted by law, Palatino Wealth Advisors LLC and its affiliates, partners, or employees shall not be liable for any indirect, incidental, consequential, or punitive damages arising from the use of this Site or reliance on its content.
7. Changes to the Terms
We may update these Terms from time to time. The “Effective Date” at the top of this page will reflect the most recent update. Continued use of the Site after any changes constitutes acceptance of the revised Terms.
8. Governing Law
These Terms are governed by the laws of the State of California without regard to its conflict of law principles. Any disputes shall be resolved exclusively in the courts located in San Francisco County, California.
9. Contact
For questions about these Terms, please contact:
📧 legal@palatinowealth.com
📍 Palatino Wealth Advisors LLC, San Francisco, CA 94104
For details on how we collect and use data, please review our Privacy Policy.