Legal

Terms of Use

Last updated: pending legal review

This page is a working placeholder. The definitive version will be posted once RIA counsel has reviewed it.

What this page covers

Terms that govern your use of merinowealth.com. This is a marketing and intake site, not a client portal. Nothing on this site is investment, legal, or tax advice.

Information on this site

We try to keep content accurate and up to date. We do not guarantee it. Regulations, tax code, and specific numeric thresholds change over time. Anything you read here should be confirmed with a qualified professional before you act on it.

Your use of the site

Use the site for your own lawful purposes. Don’t attempt to probe, scan, or interfere with the site or its infrastructure. Don’t use automated scrapers at a rate that impacts other visitors.

External links

We link to outside resources (advisor directories, regulatory filings, reference material) we think are useful. We don’t control those sites and aren’t responsible for their content.

Disclaimers and liability

The full set of disclaimers and liability limitations will be finalized during legal review. See Disclosures for our fiduciary status and Form ADV references.

Questions