Terms of Service | Prism Wealth

Agreement to Terms

By accessing and using Prism Wealth's services, you agree to be bound by these Terms of Service, our Privacy Policy, and any additional terms and conditions that may apply to specific services or products.

Service Description

Prism Wealth provides wealth management, investment advisory, and financial planning services. Our services include:

Portfolio management and investment advice
Retirement planning and wealth preservation
Estate planning and succession strategies
Risk management and asset allocation
Global investment opportunities

Client Responsibilities

As a client, you agree to:

Provide accurate and complete information
Update your information promptly when changes occur
Maintain the confidentiality of your account credentials
Review account statements and communications regularly
Comply with applicable laws and regulations

Investment Risks

All investments carry risks, and past performance is not indicative of future results. You acknowledge that:

Investment values may fluctuate
Returns are not guaranteed
Losses may occur
Different investments carry different levels of risk
Market conditions can impact investment performance

Fees and Charges

Our fee structure includes:

Management fees based on assets under management
Transaction fees where applicable
Performance fees for certain services
Additional charges for specialized services

Termination of Services

Either party may terminate services by providing written notice. Upon termination:

Outstanding fees will be settled
Assets will be transferred as instructed
Account access will be discontinued
Confidentiality obligations remain in effect