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Terms of Service & Client Agreements

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Acceptance of Terms

By accessing the Secure Digital Wealth Management website or engaging our advisory services, you agree to be bound by these Terms of Service (“Terms”) and our advisory contract. These Terms supplement the Investment Advisory Agreement executed with SDWM.

Service Eligibility & Scope

Services are provided only to accredited investors (as defined under Regulation D) and qualified clients (per the Advisers Act). Our investment recommendations are not personalized unless a formal advisory relationship exists. Past performance does not guarantee future results.

Client Responsibilities

  • Provide accurate, complete financial information.
  • Notify SDWM within 30 days of any material changes.
  • Maintain confidentiality of account credentials.
  • Comply with all applicable tax reporting.

Intellectual Property

All website content, including proprietary models, research reports, and software, is owned by SDWM or its licensors. Unauthorized reproduction or distribution is prohibited.

Limitation of Liability

SDWM is not liable for indirect, consequential, or incidental damages arising from: market volatility, third-party custodian errors, or unauthorized account access due to client negligence. Maximum liability limited to fees paid in the preceding 12 months.

Dispute Resolution

Any controversy shall be settled by FINRA Dispute Resolution binding arbitration. Class actions are waived. Governing law: State of New York.

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Investing in digital assets involves risk, including possible loss of principal. Past performance is not indicative of future results. Our strategies are designed for long-term growth but may not be suitable for all investors. Please consult with a financial advisor to assess your risk tolerance.