Legal

Terms of Use

Last updated: June 2026

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

merinowealth.com is provided on an as-is, as-available basis for general informational purposes. To the fullest extent permitted by law, Merino Wealth Management is not liable for any loss arising from reliance on this site’s content. For our fiduciary status, Form ADV, and other regulatory disclosures, see Disclosures.

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