Welcome to Souza Wealth Management. By accessing or using our services, you agree to be bound by these Terms of Service. If you do not agree with these terms, please do not use our services.
1. Services Provided
Souza Wealth Management offers wealth management, financial planning, and estate planning services. Our services are customize to meet the financial goals and needs of individuals and businesses.
You agree to use our services for lawful purposes only and to comply with all applicable local, state, and international laws. Any misuse of our services, including fraud, misrepresentation, or unethical behavior, will result in the termination of services.
As a client, you agree to provide accurate and complete information to assist in the development of your financial plan. You are responsible for notifying us of any changes in your financial situation that may affect the scope of our services.
We charge fees based on the services provided. Specific pricing information is available upon request. Fees may be based on a flat rate, hourly rate, or a percentage of assets under management, depending on the nature of the services.
We are committed to protecting your privacy. We will not share your personal financial information with third parties without your consent, except as required by law or as necessary to provide our services.
While we strive to provide accurate and up-to-date information, we do not guarantee the accuracy, completeness, or reliability of the information provided. All services are provided “as is,” and we disclaim all warranties, express or implied.
Souza Wealth Management will not be held liable for any direct, indirect, incidental, or consequential damages arising out of your use of our services or inability to use them.
Either party may terminate the service relationship at any time by providing written notice. Termination of services does not relieve you of your obligation to pay for services rendered up to the termination date.
These Terms of Service are governed by the laws of the state of Washington, and any disputes will be resolved in the courts located within this jurisdiction.
10. Changes to Terms
We reserve the right to modify these Terms of Service at any time. Any changes will be posted on our website, and the revised terms will take effect immediately upon posting.
We reserve the right to modify these Terms of Service at any time. Any changes will be posted on our website, and the revised terms will take effect immediately upon posting.
