Terms of use

Draft for professional review. These terms must be approved by the firm’s compliance or legal reviewer before production launch.

Informational purpose

Website content is provided for general informational and educational purposes only. It is not individualized investment, tax, accounting, or legal advice and should not be relied upon as the basis for a financial decision.

No advisory relationship

Use of this website or scheduling a meeting does not create an investment advisory relationship. Such a relationship begins only through a written agreement signed by the client and 3rd Level Wealth.

Investment risk

Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. Examples and illustrations are hypothetical unless expressly stated otherwise.

Third-party links

Links to third-party websites are provided for convenience and do not constitute an endorsement. 3rd Level Wealth does not control and is not responsible for their content, security, or privacy practices.

Availability and changes

Content may be changed or removed without notice. While we seek to provide accurate information, we do not warrant that the website will always be complete, current, or available.

Last updated: September 10, 2026