Legal Information
Services
The WISE product is offered by Wealthie, Inc. Investment advice is provided by Wealthie Advisors LLC, an SEC-registered investment advisor. Information provided in relation to the Product is for informational purposes only. Investments are held by an unaffiliated broker-dealer/custodian, and Wealthie Advisors manages client accounts in accordance with its investment strategies and client's financial goals and risk tolerance. In certain cases, Wealthie, Inc. and Wealthie Advisors LLC may work alongside a client's existing financial advisor, as directed by the client.
Investing in financial products involves risks, including the potential loss of principal. Past performance is not indicative of future results. The value of investments can go down as well as up, and you may not get back the amount invested.
Wealthie Advisors LLC is an SEC-registered investment advisor.
The tax treatment of this Product depends on your individual circumstances and may be subject to change in the future. Wealthie, Inc. and Wealthie Advisors LLC do not provide tax advice, and you should consult with a qualified tax professional regarding your specific situation.
By accessing or using our Product, you agree to be bound by these Terms of Service and all applicable laws and regulations. If you do not agree with any part of these terms, you may not use our Product.
You must be at least 18 years old and have the legal capacity to enter into a binding contract to use our Product. By using the Product, you represent and warrant that you meet these eligibility requirements.
To access certain features of the Product, you are required to register for an account. You agree to provide accurate, current, and complete information during the registration process and to update such information to keep it accurate, current, and complete.
You agree not to engage in any of the following activities:
Violating any applicable laws or regulations
Infringing on the intellectual property rights of others
Attempting to gain unauthorized access to our systems or other users' accounts
Using the Product for any illegal or unauthorized purpose
Transmitting any viruses, malware, or other malicious code
We collect personal information that you provide to us, such as your name, email address, and financial information necessary for the use of our Product. We also collect information automatically when you use our Product, including usage data and device information.
We use the information we collect to:
Provide, maintain, and improve our Product
Process transactions and send related information
Send you technical notices, updates, security alerts, and support messages
Respond to your comments, questions, and customer service requests
Comply with legal obligations