Effective Date: 08/14/2025

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1. Acceptance of Terms

By accessing our website or using our services, you agree to these Terms & Conditions. If you do not agree, please do not use our services.

 

2. Use of Services

You agree to use our services only for lawful purposes. You are responsible for maintaining the confidentiality of your account credentials.

 

3. Eligibility

Our services are intended for individuals 18 years or older residing in the United States.

 

4. Intellectual Property

All content on our website — including logos, text, graphics, and software — is the property of Wealth Management of the Carolinas and protected under applicable intellectual property laws.

 

5. SMS/Text Messaging

By providing your phone number, you consent to receive text messages from us, including marketing messages. Wealth Management does not text from a business standpoint. Any advisors who do so are acting independently. 

• You can opt out at any time by replying STOP or emailing Michaela@Wealthmanagementcarolinas.com 

• Message and data rates may apply.

 

6. Limitation of Liability

We are not liable for any indirect, incidental, or consequential damages arising from your use of our services.

 

7. Disclaimer

Our services are provided “as is” without warranties of any kind. We make no guarantees regarding financial outcomes or investment returns.

 

8. Governing Law

These Terms & Conditions are governed by the laws of the State of North Carolina.

 

9. Contact

For any questions regarding these Terms, contact:
Wealth Management of the Carolinas
1028 Lee Ann Dr NE Ste 220 Concord, NC 28025

704-782-7233

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