Terms and Conditions

"Wealth Vision" is the brand name under which Wealth Vision, LLC ("Wealth Vision," "we," "us," or "our") provides professional services. By accessing this website, you agree to the following terms and conditions. If you do not agree, you are not authorized to access this site.

About Wealth Vision

Wealth Vision, LLC is a Nevada limited liability company. Wealth Vision is a licensed insurance producer firm registered in Nevada (License #: 4086172) and California (DBA Wealth Vision Insurance Services, License #: 6017886), as well as licensed in Arizona, Texas, Utah, and New York. Wealth Vision provides insurance services, financial planning, business consulting, wealth architecture, and proprietary technology services to clients.

Investment advisory services are not offered by Wealth Vision, LLC. All investment advisory services are offered exclusively through Savvy Advisors, Inc. ("Savvy Advisors"), an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC") under the Investment Advisers Act of 1940. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Savvy Wealth, Inc. ("Savvy Wealth") is a technology company and the parent company of Savvy Advisors. Savvy Wealth and Savvy Advisors may be referred to collectively as "Savvy."

Certain representatives of Wealth Vision are also registered as Investment Adviser Representatives ("IARs") of Savvy Advisors, Inc. (CRD #318493). In that capacity, those individuals may offer investment advisory services through Savvy Advisors. To learn more about Savvy Advisors' advisory services, fees, and conflicts of interest, please visit www.savvyadvisors.com or request a copy of Savvy Advisors' Form ADV Part 2A.

"Wealth Vision" is used as a marketing name only for investment advisory services and is not separately registered as an investment adviser.

Changes and Updates

Wealth Vision reserves the right to modify these Terms and Conditions at any time. Changes are effective immediately upon posting to this site. Your continued use of the site after any changes constitutes your acceptance. Wealth Vision may also modify, suspend, or discontinue any aspect of this site at any time without notice or liability.

Privacy and Protection of Personal Information

See the Wealth Vision Privacy Policy, incorporated herein by reference, for complete information relating to the collection and use of your personal information.

No Advice; No Client Relationship

The information provided on this website is for general informational and educational purposes only. Nothing on this site constitutes investment advice, financial advice, insurance advice, legal advice, tax advice, or any other professional advice. No advisory or client relationship is formed by visiting this site, reading its content, or submitting a contact form.

You should consult qualified professionals, including a licensed investment adviser, insurance producer, attorney, and tax advisor, before making any financial or insurance decisions. Nothing on this site constitutes an offer or solicitation to buy or sell any security, insurance product, or other financial instrument.

Investment-Related Disclosures

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. Any information on this site related to investment strategies, markets, or financial planning is general in nature and does not take into account your individual circumstances, investment objectives, financial situation, or needs.

Insurance-Related Disclosures

Insurance products are offered through Wealth Vision, LLC in its capacity as a licensed insurance producer. Insurance and investment advisory products and services are separate and distinct. Not all insurance products are available in all states.

Content and Intellectual Property

All original content on this website, including text, graphics, logos, images, and software, is the property of Wealth Vision, LLC and is protected by applicable U.S. and international copyright, trademark, and other intellectual property laws. You may not copy, reproduce, republish, distribute, transmit, or modify any content without Wealth Vision's express written permission.

Third-party trademarks or copyrighted materials appearing on this site are the property of their respective owners and are used with permission or in accordance with applicable law.

Unauthorized Use

You agree not to use this site to:

1. Upload or transmit software viruses, malware, or any malicious code;
2. Interfere with or disrupt the site or connected networks;
3. Use automated means (bots, scrapers, spiders) to monitor, copy, or harvest data from the site;
4. Make commercial use of site content to compete with Wealth Vision or for unauthorized marketing purposes; or
5. Attempt to gain unauthorized access to Wealth Vision's systems or impair site functionality.

Disclaimer of Warranties

This website and its content are provided on an "as is" basis. Wealth Vision disclaims all warranties, express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non-infringement. Wealth Vision makes no representations about the accuracy, completeness, or timeliness of any information on this site and you should independently verify any information before relying on it.

Limitation of Liability

To the fullest extent permitted by law, Wealth Vision will not be liable for any direct, indirect, incidental, consequential, special, or punitive damages arising from your use of or inability to use this site, even if Wealth Vision has been advised of the possibility of such damages. In no event will Wealth Vision's liability to you for any cause of action exceed the amount paid by you, if any, to access this site.

Third-Party Links

This site may contain links to third-party websites. Wealth Vision does not endorse, monitor, or assume any liability for third-party sites, including any products or services offered through them. Wealth Vision disclaims any liability for damages resulting from your use of any third-party website.

Indemnification

You agree to defend, indemnify, and hold harmless Wealth Vision, LLC and its officers, directors, members, employees, agents, and affiliates from and against any claims, liabilities, costs, or damages (including reasonable attorneys' fees) arising from your use of this site or your violation of these Terms and Conditions.

Severability

If any provision of these Terms and Conditions is found invalid or unenforceable, the remaining provisions will continue in full force and effect.

Governing Law

These Terms and Conditions are governed by the laws of the State of Nevada, without regard to its conflict of law principles. Any disputes arising under these Terms will be subject to the exclusive jurisdiction of the courts located in Washoe County, Nevada.

Entire Agreement

These Terms and Conditions, together with the Privacy Policy, constitute the entire agreement between you and Wealth Vision regarding your use of this website.

Contact

Wealth Vision, LLC
1 E Liberty St., Suite 406
Reno, NV 89501
[email protected]
(725) 231-0989