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Terms of Use

Last updated 2025

These Terms of Use govern your access to and use of the websites, platforms, and services provided by Unified Wealth, LLC (“Unified Wealth,” “we,” or “us”). By using our services, you agree to these terms.

Services

Unified Wealth provides retirement account services, entity formation, tax services, consultations, educational content, and webinars. Some services are provided in coordination with third parties such as custodians.

Eligibility & Accounts

You must be at least 18 years old to use our services. You agree to provide accurate account information and to keep your credentials confidential.

Communications

Unified Wealth sends operational SMS messages only — we do not send marketing texts. You may opt in through our website and opt out at any time by replying STOP or UNSUBSCRIBE.

Payment

Services that require payment are subject to valid payment information and your authorization of the associated charges.

Intellectual Property

All content, materials, trademarks, logos, and intellectual property provided by Unified Wealth are owned by or licensed to Unified Wealth and may not be used without permission.

Disclaimers & Limitation of Liability

Our services are provided “as is,” and we disclaim warranties to the fullest extent permitted by law. To the fullest extent permitted, Unified Wealth is not liable for indirect or consequential damages arising from your use of our services. Nothing on our websites constitutes tax, legal, or investment advice.

Governing Law

These terms are governed by the laws of the State of Nevada.

Contact Us

Questions about these terms? Contact us at support@unifiedws.com or 844-890-6030.