• Introduction

  Preserve Wealth Group ("PWG", "we", "our", "us") operates a referral and marketing platform that connects business owners with licensed financial professionals across the United States and Canada. PWG is not a group of licensed insurance agents, licensed financial advisors, licensed financial planners, nor is it a broker-dealer, investment firm, CPA firm, tax firm or law firm. We do not provide financial, legal, tax, or investment advice ourselves.

  You understand we are not providing any financial advice or personalized advice. These Terms govern your use of https://preservewealthgroup.com and any interaction with our services.

• Disclaimer – No Financial, Tax, or Legal Advice

  The content and information available on our website is intended for general informational and educational purposes only. It does not constitute financial, legal, accounting, investment, or tax advice.

  Any strategies discussed are based on insights and personal experience shared by third-party licensed professionals. These individuals operate independently and are solely responsible for the services they provide. Before making financial decisions, always consult your licensed financial professional, CPA, or legal counsel.

  Statements made about potential tax savings or financial strategies are forward-looking in nature and should not be interpreted as guarantees. Actual results will vary based on individual circumstances.

• Nature of Our Service

  PWG is a referral marketing platform. We generate awareness and interest around financial topics and help facilitate introductions to licensed professionals who may be able to assist. We are not a party to any contract, advice, or transaction you may engage in with a financial professional.

  We do not:

  • Provide custom financial or tax advice

  • Collect fees from clients for advice or financial planning

  • Guarantee any financial outcome or tax savings

  We may receive a referral or marketing fee from our partners, but this does not constitute an endorsement or guarantee of any financial professional's qualifications or results.

• No Guarantee of Results

  Any case studies, testimonials, or outcomes shared on this website or in our marketing materials are not to be interpreted as typical or guaranteed results. Each financial situation is unique, and results will vary.

• User Responsibilities

  By using our site, you agree that:

  • You are over the age of 18

  • You understand we are not providing personalized advice

  • You will not hold PWG liable for any actions taken based on our educational content

  • You will not hold PWG liable for any actions taken from an introduction made to a 3rd party financial professional

  • You are responsible for conducting your own due diligence

• TCPA & Marketing Consent

  By submitting your information on our website, you expressly consent to being contacted by phone, email, or SMS by PWG or our partner consultants. This includes pre-recorded calls or automated texts. Message and data rates may apply. You may opt out at any time by replying STOP.

• Limitation of Liability

  To the fullest extent permitted by law, PWG and its affiliates, directors, agents, and employees shall not be liable for any indirect, incidental, special, or consequential damages, or any loss of profits, revenue, or data arising out of your use of our site or services.

• Indemnification

  You agree to indemnify and hold harmless PWG and its affiliates against any claims, liabilities, damages, costs, and expenses (including reasonable attorneys' fees) arising from your use of the website, reliance on its content, or your relationship with any referred consultant or financial professional.

• Third-Party Content and Co-Branded Promotions

  PWG may share content, webinars, or promotions created in collaboration with licensed financial professionals. These third parties are solely responsible for their views and advice. PWG does not independently verify their content and assumes no responsibility for any inaccuracies or legal claims that may arise.

• Canadian Users & PIPEDA Compliance

  If you are a resident of Canada, you are entitled to additional rights under the Personal Information Protection and Electronic Documents Act (PIPEDA). We honor these rights and handle your data accordingly. You may request to view, correct, or delete any personal information stored by us at any time by contacting our support team at [email protected].

• Governing Law

  These Terms shall be governed by and construed in accordance with the laws of the State of Wyoming, without regard to conflict of law principles. Any legal action shall be brought in the appropriate court located in Sheridan, WY.

• Privacy Policy Summary

  We collect user-submitted data such as name, email, phone, and business info for the purpose of making introductions to financial consultants. We do not sell your data. For full details, see our Privacy Policy.

• Changes to Terms

  We reserve the right to update or modify these Terms at any time. Updates will be posted with a new effective date. Continued use of the site after any such changes constitutes your consent to the modified Terms.

If you have any questions, please contact us at [email protected].